Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-9.24%
3 year
15.46%
5 year
—
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
51 months through Feb. 28, 2026Volatility (ann.)
18.17%
Sharpe
-1.65
Sortino
-1.60
Max drawdown
-85.09%
Best month
7.02%
Worst month
-20.71%
Beta vs VTSAX
1.14
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.