Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-44.99%
3 year
-44.23%
5 year
-48.50%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
18.23%
Sharpe
-2.35
Sortino
-1.87
Max drawdown
-97.37%
Best month
7.13%
Worst month
-17.24%
Beta vs VTSAX
1.24
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.