Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-10.02%
3 year
-2.69%
5 year
0.62%
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
72 months through March 31, 2026Volatility (ann.)
4.65%
Sharpe
-2.78
Sortino
-2.22
Max drawdown
-54.11%
Best month
5.88%
Worst month
-7.00%
Beta vs VTSAX
0.05
Correlation
0.12
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.