Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-46.25%
3 year
-46.12%
5 year
-48.85%
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 April 30, 2026Volatility (ann.)
16.29%
Sharpe
-2.79
Sortino
-2.00
Max drawdown
-97.41%
Best month
9.17%
Worst month
-16.94%
Beta vs VTSAX
1.08
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.