Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.08%
3 year
-33.27%
5 year
-41.40%
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.)
20.22%
Sharpe
-1.27
Sortino
-1.32
Max drawdown
-97.43%
Best month
9.97%
Worst month
-25.74%
Beta vs VTSAX
1.03
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.