Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-43.76%
3 year
—
5 year
—
10 year
—
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
39 months through March 31, 2026Volatility (ann.)
13.73%
Sharpe
-3.17
Sortino
-2.10
Max drawdown
-83.93%
Best month
2.89%
Worst month
-12.29%
Beta vs VTSAX
0.48
Correlation
0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.