Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.74%
3 year
-32.82%
5 year
-41.74%
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.)
12.78%
Sharpe
-2.17
Sortino
-1.84
Max drawdown
-97.64%
Best month
3.80%
Worst month
-15.76%
Beta vs VTSAX
0.37
Correlation
0.38
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.