Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-40.63%
3 year
-9.59%
5 year
-7.07%
10 year
0.65%
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
78 months through March 31, 2026Volatility (ann.)
8.56%
Sharpe
-4.95
Sortino
-2.41
Max drawdown
-96.55%
Best month
2.02%
Worst month
-12.33%
Beta vs VTSAX
0.63
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.