Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.21%
3 year
-21.43%
5 year
-28.52%
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.)
7.93%
Sharpe
-2.45
Sortino
-2.01
Max drawdown
-89.76%
Best month
1.88%
Worst month
-8.22%
Beta vs VTSAX
0.25
Correlation
0.40
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.