Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-35.91%
3 year
-1.27%
5 year
-0.68%
10 year
6.78%
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.)
12.15%
Sharpe
-2.91
Sortino
-2.09
Max drawdown
-94.77%
Best month
4.89%
Worst month
-15.08%
Beta vs VTSAX
0.94
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.