Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.95%
3 year
-12.30%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
56 months through Feb. 28, 2026Volatility (ann.)
14.48%
Sharpe
-0.78
Sortino
-0.92
Max drawdown
-75.45%
Best month
7.54%
Worst month
-12.76%
Beta vs VTSAX
1.02
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.