Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.98%
3 year
-26.56%
5 year
-38.11%
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.)
15.39%
Sharpe
-1.39
Sortino
-1.48
Max drawdown
-96.40%
Best month
9.83%
Worst month
-18.60%
Beta vs VTSAX
0.78
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.