Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.99%
3 year
12.57%
5 year
6.21%
10 year
9.11%
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.)
14.56%
Sharpe
-1.89
Sortino
-1.73
Max drawdown
-97.13%
Best month
5.18%
Worst month
-18.10%
Beta vs VTSAX
0.70
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.