Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-6.65%
3 year
-5.10%
5 year
0.39%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
13.42%
Sharpe
-0.24
Sortino
-0.33
Max drawdown
-21.63%
Best month
10.46%
Worst month
-10.69%
Beta vs VTSAX
0.39
Correlation
0.37
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.