Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.47%
3 year
-18.09%
5 year
-26.41%
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.)
9.93%
Sharpe
-1.67
Sortino
-1.62
Max drawdown
-87.98%
Best month
3.44%
Worst month
-12.26%
Beta vs VTSAX
0.51
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.