Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.33%
3 year
3.03%
5 year
-0.25%
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
81 months through March 31, 2026Volatility (ann.)
11.14%
Sharpe
-2.94
Sortino
-2.12
Max drawdown
-97.94%
Best month
1.86%
Worst month
-10.38%
Beta vs VTSAX
0.22
Correlation
0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.