Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.12%
3 year
-11.01%
5 year
-21.73%
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.)
13.70%
Sharpe
-0.80
Sortino
-0.96
Max drawdown
-83.41%
Best month
10.00%
Worst month
-16.79%
Beta vs VTSAX
0.94
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.