Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-44.40%
3 year
-11.43%
5 year
-6.81%
10 year
0.30%
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.)
17.87%
Sharpe
-2.39
Sortino
-1.90
Max drawdown
-95.67%
Best month
11.88%
Worst month
-14.83%
Beta vs VTSAX
1.17
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.