Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-37.97%
3 year
-3.35%
5 year
-5.58%
10 year
4.53%
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.)
16.46%
Sharpe
-2.35
Sortino
-1.90
Max drawdown
-97.47%
Best month
11.86%
Worst month
-25.37%
Beta vs VTSAX
1.17
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.