Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-39.49%
3 year
-7.58%
5 year
-5.23%
10 year
2.28%
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.)
10.03%
Sharpe
-4.11
Sortino
-2.31
Max drawdown
-96.00%
Best month
4.35%
Worst month
-13.39%
Beta vs VTSAX
0.75
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.