Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.35%
3 year
-30.95%
5 year
-40.31%
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 April 30, 2026Volatility (ann.)
13.67%
Sharpe
-1.88
Sortino
-1.71
Max drawdown
-97.37%
Best month
5.60%
Worst month
-18.17%
Beta vs VTSAX
0.49
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.