Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.86%
3 year
-15.53%
5 year
-32.96%
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.)
15.96%
Sharpe
-1.16
Sortino
-1.28
Max drawdown
-94.74%
Best month
8.52%
Worst month
-17.38%
Beta vs VTSAX
0.96
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.