Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.20%
3 year
-15.70%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
49 months through March 31, 2026Volatility (ann.)
11.52%
Sharpe
-1.31
Sortino
-1.37
Max drawdown
-69.66%
Best month
4.47%
Worst month
-11.79%
Beta vs VTSAX
0.66
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.