Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
73.45%
3 year
1.80%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
55 months through March 31, 2026Volatility (ann.)
45.10%
Sharpe
0.08
Sortino
0.15
Max drawdown
-92.13%
Best month
56.67%
Worst month
-30.14%
Beta vs VTSAX
0.62
Correlation
0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.