Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.28%
3 year
51.83%
5 year
-1.53%
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
63 months through Feb. 28, 2026Volatility (ann.)
47.35%
Sharpe
0.58
Sortino
0.98
Max drawdown
-79.72%
Best month
33.05%
Worst month
-30.88%
Beta vs VTSAX
2.86
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.