Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.82%
3 year
3.91%
5 year
-17.82%
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.)
28.36%
Sharpe
-0.18
Sortino
-0.26
Max drawdown
-76.33%
Best month
22.32%
Worst month
-22.64%
Beta vs VTSAX
1.48
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.