Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-36.59%
3 year
-6.89%
5 year
0.64%
10 year
4.78%
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
72 months through Jan. 31, 2026Volatility (ann.)
10.56%
Sharpe
-3.59
Sortino
-2.24
Max drawdown
-95.29%
Best month
4.71%
Worst month
-15.39%
Beta vs VTSAX
0.68
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.