Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-38.21%
3 year
2.10%
5 year
0.05%
10 year
9.00%
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.)
13.66%
Sharpe
-2.77
Sortino
-2.03
Max drawdown
-95.11%
Best month
8.25%
Worst month
-16.30%
Beta vs VTSAX
0.98
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.