Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-46.15%
3 year
-40.53%
5 year
-29.92%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
18.04%
Sharpe
-2.42
Sortino
-1.90
Max drawdown
-86.18%
Best month
13.56%
Worst month
-18.60%
Beta vs VTSAX
1.25
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.