Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.97%
3 year
-23.19%
5 year
-34.51%
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.)
20.85%
Sharpe
-1.04
Sortino
-1.20
Max drawdown
-91.38%
Best month
14.20%
Worst month
-19.96%
Beta vs VTSAX
1.26
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.