Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-29.92%
3 year
-9.38%
5 year
-8.86%
10 year
-2.67%
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.)
5.74%
Sharpe
-5.91
Sortino
-2.61
Max drawdown
-95.08%
Best month
0.55%
Worst month
-7.99%
Beta vs VTSAX
0.19
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.