Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-11.58%
3 year
-0.39%
5 year
-0.10%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
75 months through April 30, 2026Volatility (ann.)
9.31%
Sharpe
-1.38
Sortino
-1.46
Max drawdown
-65.46%
Best month
5.37%
Worst month
-8.00%
Beta vs VTSAX
0.43
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.