Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.25%
3 year
8.84%
5 year
3.72%
10 year
6.75%
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.)
13.12%
Sharpe
-2.25
Sortino
-1.89
Max drawdown
-97.44%
Best month
3.82%
Worst month
-15.53%
Beta vs VTSAX
0.54
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.