Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.92%
3 year
-4.02%
5 year
-19.53%
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.)
13.69%
Sharpe
-0.37
Sortino
-0.48
Max drawdown
-82.07%
Best month
9.67%
Worst month
-15.94%
Beta vs VTSAX
0.91
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.