Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-48.13%
3 year
-15.14%
5 year
-9.09%
10 year
-2.29%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
14.37%
Sharpe
-3.10
Sortino
-2.09
Max drawdown
-96.97%
Best month
4.41%
Worst month
-16.21%
Beta vs VTSAX
0.83
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.