Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-7.20%
3 year
3.79%
5 year
-2.26%
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.)
16.84%
Sharpe
-0.15
Sortino
-0.22
Max drawdown
-34.77%
Best month
18.67%
Worst month
-22.09%
Beta vs VTSAX
1.18
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.