Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.45%
3 year
-25.16%
5 year
-29.41%
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.)
9.18%
Sharpe
-2.25
Sortino
-1.94
Max drawdown
-91.74%
Best month
3.51%
Worst month
-15.05%
Beta vs VTSAX
0.17
Correlation
0.24
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.