Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-8.51%
3 year
-32.10%
5 year
-42.04%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
64 months through March 31, 2026Volatility (ann.)
16.21%
Sharpe
-1.97
Sortino
-1.72
Max drawdown
-94.28%
Best month
5.01%
Worst month
-17.54%
Beta vs VTSAX
0.99
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.