Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-12.05%
3 year
2.01%
5 year
3.10%
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.)
16.34%
Sharpe
-0.03
Sortino
-0.05
Max drawdown
-33.78%
Best month
14.31%
Worst month
-22.83%
Beta vs VTSAX
0.86
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.