Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-35.18%
3 year
0.46%
5 year
1.11%
10 year
7.67%
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.)
10.75%
Sharpe
-3.46
Sortino
-2.23
Max drawdown
-96.82%
Best month
6.89%
Worst month
-17.02%
Beta vs VTSAX
0.82
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.