Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.92%
3 year
-18.77%
5 year
-34.85%
10 year
-13.60%
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 April 30, 2026Volatility (ann.)
41.67%
Sharpe
-0.59
Sortino
-0.80
Max drawdown
-91.40%
Best month
35.10%
Worst month
-26.45%
Beta vs VTSAX
1.95
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.