Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.51%
3 year
-30.76%
5 year
-38.86%
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.)
16.29%
Sharpe
-1.79
Sortino
-1.65
Max drawdown
-96.18%
Best month
6.86%
Worst month
-17.56%
Beta vs VTSAX
0.91
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.