Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.34%
3 year
10.62%
5 year
—
10 year
—
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
49 months through March 31, 2026Volatility (ann.)
13.85%
Sharpe
-2.09
Sortino
-1.83
Max drawdown
-86.93%
Best month
4.46%
Worst month
-13.72%
Beta vs VTSAX
0.61
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.