Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.91%
3 year
-2.75%
5 year
1.22%
10 year
7.83%
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.)
20.31%
Sharpe
-0.22
Sortino
-0.30
Max drawdown
-28.17%
Best month
13.86%
Worst month
-14.52%
Beta vs VTSAX
0.63
Correlation
0.39
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.