Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-29.36%
3 year
-28.54%
5 year
-32.32%
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
75 months through March 31, 2026Volatility (ann.)
8.86%
Sharpe
-3.27
Sortino
-2.25
Max drawdown
-89.76%
Best month
2.45%
Worst month
-10.79%
Beta vs VTSAX
0.64
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.