Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-40.82%
3 year
-7.81%
5 year
-2.11%
10 year
4.29%
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
78 months through March 31, 2026Volatility (ann.)
11.70%
Sharpe
-3.47
Sortino
-2.20
Max drawdown
-95.30%
Best month
5.96%
Worst month
-12.93%
Beta vs VTSAX
0.80
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.