Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.30%
3 year
16.79%
5 year
9.42%
10 year
12.34%
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.)
15.47%
Sharpe
-1.65
Sortino
-1.61
Max drawdown
-96.62%
Best month
7.46%
Worst month
-18.72%
Beta vs VTSAX
0.89
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.