Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-11.34%
3 year
-10.01%
5 year
-3.13%
10 year
-3.98%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
75 months through March 31, 2026Volatility (ann.)
10.56%
Sharpe
-1.72
Sortino
-1.75
Max drawdown
-63.87%
Best month
10.53%
Worst month
-7.28%
Beta vs VTSAX
-0.57
Correlation
-0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.