Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.73%
3 year
-1.98%
5 year
-3.87%
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.)
9.48%
Sharpe
-0.30
Sortino
-0.41
Max drawdown
-28.48%
Best month
8.23%
Worst month
-7.67%
Beta vs VTSAX
0.01
Correlation
0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.