Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-22.91%
3 year
-36.14%
5 year
-45.40%
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.)
18.05%
Sharpe
-2.08
Sortino
-1.77
Max drawdown
-97.72%
Best month
9.04%
Worst month
-19.35%
Beta vs VTSAX
1.00
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.