Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.99%
3 year
-34.73%
5 year
-43.13%
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.)
12.13%
Sharpe
-2.47
Sortino
-1.96
Max drawdown
-97.82%
Best month
2.16%
Worst month
-13.32%
Beta vs VTSAX
0.24
Correlation
0.26
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.