Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.84%
3 year
-31.78%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
56 months through March 31, 2026Volatility (ann.)
16.75%
Sharpe
-1.76
Sortino
-1.61
Max drawdown
-90.28%
Best month
4.73%
Worst month
-14.12%
Beta vs VTSAX
0.94
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.