Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.82%
3 year
-27.91%
5 year
-36.70%
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.)
17.59%
Sharpe
-1.47
Sortino
-1.45
Max drawdown
-95.62%
Best month
6.82%
Worst month
-16.54%
Beta vs VTSAX
0.96
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.