Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.87%
3 year
18.02%
5 year
10.95%
10 year
13.58%
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.)
15.28%
Sharpe
-1.59
Sortino
-1.56
Max drawdown
-96.23%
Best month
6.81%
Worst month
-14.85%
Beta vs VTSAX
0.91
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.