Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.76%
3 year
-10.49%
5 year
-30.86%
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.)
21.42%
Sharpe
-0.72
Sortino
-0.91
Max drawdown
-89.60%
Best month
13.35%
Worst month
-18.98%
Beta vs VTSAX
1.24
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.