Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.17%
3 year
-32.87%
5 year
-40.20%
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.)
20.69%
Sharpe
-1.18
Sortino
-1.26
Max drawdown
-97.31%
Best month
10.71%
Worst month
-27.75%
Beta vs VTSAX
1.02
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.