Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-20.60%
3 year
-8.59%
5 year
-3.06%
10 year
-2.21%
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
75 months through March 31, 2026Volatility (ann.)
16.26%
Sharpe
-0.51
Sortino
-0.67
Max drawdown
-38.00%
Best month
8.70%
Worst month
-14.52%
Beta vs VTSAX
-0.84
Correlation
-0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.