Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.87%
3 year
7.50%
5 year
2.89%
10 year
5.87%
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.)
12.57%
Sharpe
-2.40
Sortino
-1.95
Max drawdown
-97.55%
Best month
3.44%
Worst month
-14.35%
Beta vs VTSAX
0.47
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.