Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-48.09%
3 year
-45.16%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2023 onward derived from N-PORT monthly returnsRisk statistics
48 months through March 31, 2026Volatility (ann.)
14.92%
Sharpe
-3.04
Sortino
-2.05
Max drawdown
-92.23%
Best month
4.39%
Worst month
-15.02%
Beta vs VTSAX
0.94
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.