Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.96%
3 year
-30.18%
5 year
-35.10%
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 March 31, 2026Volatility (ann.)
17.16%
Sharpe
-1.61
Sortino
-1.52
Max drawdown
-90.90%
Best month
8.02%
Worst month
-15.52%
Beta vs VTSAX
0.74
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.