Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.77%
3 year
-28.65%
5 year
-36.87%
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.)
16.59%
Sharpe
-1.46
Sortino
-1.45
Max drawdown
-96.59%
Best month
6.57%
Worst month
-24.60%
Beta vs VTSAX
0.85
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.