Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-42.28%
3 year
-12.66%
5 year
-9.89%
10 year
-2.02%
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.)
6.63%
Sharpe
-6.65
Sortino
-2.51
Max drawdown
-97.30%
Best month
0.23%
Worst month
-10.83%
Beta vs VTSAX
0.44
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.