Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.23%
3 year
6.08%
5 year
2.05%
10 year
4.97%
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.)
12.01%
Sharpe
-2.58
Sortino
-2.01
Max drawdown
-97.65%
Best month
3.01%
Worst month
-13.13%
Beta vs VTSAX
0.39
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.