Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-42.25%
3 year
-41.50%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
45 months through Feb. 28, 2026Volatility (ann.)
15.34%
Sharpe
-2.80
Sortino
-2.02
Max drawdown
-87.54%
Best month
5.36%
Worst month
-16.52%
Beta vs VTSAX
1.04
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.