Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.56%
3 year
—
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
34 months through March 31, 2026Volatility (ann.)
7.85%
Sharpe
-2.38
Sortino
-1.98
Max drawdown
-47.89%
Best month
1.76%
Worst month
-5.61%
Beta vs VTSAX
0.24
Correlation
0.40
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.