Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.04%
3 year
-0.88%
5 year
-6.93%
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.)
6.43%
Sharpe
-0.18
Sortino
-0.23
Max drawdown
-39.03%
Best month
4.17%
Worst month
-7.55%
Beta vs VTSAX
0.41
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.