Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.90%
3 year
-19.18%
5 year
-26.99%
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.)
9.23%
Sharpe
-1.90
Sortino
-1.75
Max drawdown
-88.50%
Best month
3.02%
Worst month
-11.07%
Beta vs VTSAX
0.44
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.