Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.11%
3 year
8.52%
5 year
0.50%
10 year
5.34%
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.)
17.92%
Sharpe
-1.58
Sortino
-1.55
Max drawdown
-97.24%
Best month
8.94%
Worst month
-17.25%
Beta vs VTSAX
0.36
Correlation
0.24
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.