Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.76%
3 year
10.35%
5 year
4.82%
10 year
7.73%
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.)
13.63%
Sharpe
-2.10
Sortino
-1.83
Max drawdown
-97.31%
Best month
4.20%
Worst month
-16.67%
Beta vs VTSAX
0.60
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.