Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-39.83%
3 year
-38.68%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
57 months through March 31, 2026Volatility (ann.)
14.65%
Sharpe
-2.69
Sortino
-2.00
Max drawdown
-94.36%
Best month
4.93%
Worst month
-15.16%
Beta vs VTSAX
1.04
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.