Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.04%
3 year
21.94%
5 year
9.50%
10 year
—
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.)
17.78%
Sharpe
-1.40
Sortino
-1.44
Max drawdown
-95.86%
Best month
9.93%
Worst month
-15.71%
Beta vs VTSAX
1.21
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.