Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.62%
3 year
-32.96%
5 year
-33.82%
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.)
10.29%
Sharpe
-2.84
Sortino
-2.10
Max drawdown
-88.78%
Best month
7.16%
Worst month
-10.89%
Beta vs VTSAX
0.03
Correlation
0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.