Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.52%
3 year
-30.10%
5 year
-34.00%
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.)
16.31%
Sharpe
-1.65
Sortino
-1.55
Max drawdown
-90.32%
Best month
11.33%
Worst month
-15.90%
Beta vs VTSAX
0.82
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.