Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.32%
3 year
-2.25%
5 year
-7.64%
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.)
5.41%
Sharpe
-0.41
Sortino
-0.51
Max drawdown
-42.10%
Best month
3.32%
Worst month
-6.27%
Beta vs VTSAX
0.32
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.