Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.55%
3 year
13.09%
5 year
6.64%
10 year
—
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.)
16.70%
Sharpe
-1.77
Sortino
-1.66
Max drawdown
-96.99%
Best month
7.53%
Worst month
-20.86%
Beta vs VTSAX
1.02
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.