Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.47%
3 year
3.78%
5 year
4.48%
10 year
4.38%
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.)
9.18%
Sharpe
-2.25
Sortino
-1.94
Max drawdown
-91.75%
Best month
3.52%
Worst month
-15.06%
Beta vs VTSAX
0.17
Correlation
0.24
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.