Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.46%
3 year
-31.21%
5 year
-43.73%
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 March 31, 2026Volatility (ann.)
18.35%
Sharpe
-1.74
Sortino
-1.63
Max drawdown
-97.09%
Best month
7.76%
Worst month
-19.24%
Beta vs VTSAX
1.17
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.