Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.91%
3 year
-14.64%
5 year
-2.37%
10 year
6.74%
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
78 months through Feb. 28, 2026Volatility (ann.)
48.78%
Sharpe
0.31
Sortino
0.53
Max drawdown
-75.67%
Best month
46.89%
Worst month
-63.46%
Beta vs VTSAX
3.43
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.