Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-27.02%
3 year
-4.23%
5 year
-4.65%
10 year
1.82%
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.)
12.47%
Sharpe
-3.12
Sortino
-2.12
Max drawdown
-97.72%
Best month
7.22%
Worst month
-20.67%
Beta vs VTSAX
0.58
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.