Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.24%
3 year
-28.45%
5 year
-36.40%
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 March 31, 2026Volatility (ann.)
18.03%
Sharpe
-1.22
Sortino
-1.29
Max drawdown
-96.88%
Best month
7.22%
Worst month
-28.69%
Beta vs VTSAX
0.87
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.