Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.91%
3 year
20.96%
5 year
15.22%
10 year
13.67%
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.)
15.08%
Sharpe
-1.48
Sortino
-1.52
Max drawdown
-96.21%
Best month
9.37%
Worst month
-19.62%
Beta vs VTSAX
0.80
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.