Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.20%
3 year
17.84%
5 year
7.48%
10 year
11.37%
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.)
16.67%
Sharpe
-1.55
Sortino
-1.54
Max drawdown
-96.61%
Best month
7.52%
Worst month
-16.75%
Beta vs VTSAX
1.04
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.