Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-11.46%
3 year
4.82%
5 year
-7.30%
10 year
5.95%
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
81 months through March 31, 2026Volatility (ann.)
19.65%
Sharpe
-0.27
Sortino
-0.39
Max drawdown
-45.95%
Best month
16.35%
Worst month
-14.42%
Beta vs VTSAX
1.24
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.