Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.13%
3 year
-2.88%
5 year
-4.54%
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.)
5.82%
Sharpe
-0.03
Sortino
-0.04
Max drawdown
-35.45%
Best month
3.46%
Worst month
-12.44%
Beta vs VTSAX
0.23
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.