Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.05%
3 year
-31.40%
5 year
-37.61%
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.)
19.40%
Sharpe
-1.39
Sortino
-1.41
Max drawdown
-97.10%
Best month
8.48%
Worst month
-29.08%
Beta vs VTSAX
0.96
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.