Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-45.14%
3 year
-42.74%
5 year
-44.12%
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
75 months through March 31, 2026Volatility (ann.)
15.61%
Sharpe
-2.78
Sortino
-2.00
Max drawdown
-96.16%
Best month
7.54%
Worst month
-13.80%
Beta vs VTSAX
1.04
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.