Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-10.57%
3 year
-0.78%
5 year
3.49%
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.)
13.01%
Sharpe
-0.14
Sortino
-0.20
Max drawdown
-25.42%
Best month
13.54%
Worst month
-15.17%
Beta vs VTSAX
0.81
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.