Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-10.87%
3 year
5.92%
5 year
-0.11%
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.)
17.69%
Sharpe
-0.01
Sortino
-0.01
Max drawdown
-32.26%
Best month
12.97%
Worst month
-13.85%
Beta vs VTSAX
1.17
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.