Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-49.38%
3 year
-43.69%
5 year
-46.05%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
13.34%
Sharpe
-3.30
Sortino
-2.14
Max drawdown
-98.33%
Best month
3.77%
Worst month
-19.05%
Beta vs VTSAX
0.85
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.