Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.40%
3 year
21.22%
5 year
15.28%
10 year
13.96%
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.)
14.51%
Sharpe
-1.55
Sortino
-1.58
Max drawdown
-96.02%
Best month
9.20%
Worst month
-18.29%
Beta vs VTSAX
0.75
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.