Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.90%
3 year
20.08%
5 year
9.19%
10 year
10.12%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Jan. 31, 2026Volatility (ann.)
15.08%
Sharpe
-1.64
Sortino
-1.61
Max drawdown
-96.49%
Best month
7.54%
Worst month
-17.95%
Beta vs VTSAX
0.89
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.