Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.39%
3 year
-10.13%
5 year
-20.69%
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.)
13.80%
Sharpe
-0.70
Sortino
-0.83
Max drawdown
-81.61%
Best month
8.11%
Worst month
-12.89%
Beta vs VTSAX
0.96
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.