Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.50%
3 year
-15.91%
5 year
-25.02%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
11.25%
Sharpe
-1.31
Sortino
-1.37
Max drawdown
-86.81%
Best month
5.33%
Worst month
-14.68%
Beta vs VTSAX
0.65
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.