Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.58%
3 year
-30.94%
5 year
-40.17%
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.)
16.63%
Sharpe
-1.83
Sortino
-1.66
Max drawdown
-96.39%
Best month
5.49%
Worst month
-19.98%
Beta vs VTSAX
0.99
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.