Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-6.64%
3 year
11.81%
5 year
-8.14%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
79 months through March 31, 2026Volatility (ann.)
27.18%
Sharpe
-0.10
Sortino
-0.15
Max drawdown
-59.97%
Best month
24.72%
Worst month
-15.98%
Beta vs VTSAX
1.38
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.