Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.41%
3 year
0.72%
5 year
3.82%
10 year
5.80%
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 Feb. 28, 2026Volatility (ann.)
21.00%
Sharpe
-1.53
Sortino
-1.51
Max drawdown
-96.79%
Best month
9.22%
Worst month
-19.72%
Beta vs VTSAX
0.82
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.