Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-8.12%
3 year
-3.65%
5 year
—
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
54 months through March 31, 2026Volatility (ann.)
10.40%
Sharpe
-0.43
Sortino
-0.59
Max drawdown
-28.02%
Best month
8.63%
Worst month
-7.26%
Beta vs VTSAX
-0.02
Correlation
-0.02
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.