Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-9.37%
3 year
2.58%
5 year
-0.88%
10 year
8.75%
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
81 months through March 31, 2026Volatility (ann.)
16.76%
Sharpe
-0.10
Sortino
-0.15
Max drawdown
-30.68%
Best month
15.80%
Worst month
-14.52%
Beta vs VTSAX
1.18
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.