Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.84%
3 year
-17.06%
5 year
-25.82%
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.)
10.63%
Sharpe
-1.48
Sortino
-1.49
Max drawdown
-87.46%
Best month
4.51%
Worst month
-13.56%
Beta vs VTSAX
0.58
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.