Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.57%
3 year
-0.64%
5 year
-2.49%
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.)
16.15%
Sharpe
-0.03
Sortino
-0.05
Max drawdown
-32.99%
Best month
12.67%
Worst month
-19.64%
Beta vs VTSAX
0.99
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.