Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.59%
3 year
2.99%
5 year
-0.26%
10 year
2.62%
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.)
10.97%
Sharpe
-3.20
Sortino
-2.18
Max drawdown
-97.81%
Best month
1.86%
Worst month
-10.42%
Beta vs VTSAX
0.30
Correlation
0.34
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.