Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.38%
3 year
-28.15%
5 year
-40.27%
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.)
13.43%
Sharpe
-2.20
Sortino
-1.90
Max drawdown
-96.85%
Best month
6.18%
Worst month
-15.69%
Beta vs VTSAX
0.76
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.