Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.28%
3 year
-20.26%
5 year
-27.65%
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.)
8.56%
Sharpe
-2.15
Sortino
-1.88
Max drawdown
-89.07%
Best month
2.58%
Worst month
-9.90%
Beta vs VTSAX
0.36
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.