Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-44.87%
3 year
-9.99%
5 year
-5.83%
10 year
2.35%
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 Feb. 28, 2026Volatility (ann.)
10.03%
Sharpe
-4.40
Sortino
-2.32
Max drawdown
-84.71%
Best month
10.73%
Worst month
-13.14%
Beta vs VTSAX
0.75
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.