Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-38.33%
3 year
1.09%
5 year
1.91%
10 year
7.05%
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.)
12.85%
Sharpe
-2.83
Sortino
-2.06
Max drawdown
-94.23%
Best month
5.36%
Worst month
-14.61%
Beta vs VTSAX
0.97
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.