Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-5.46%
3 year
-1.37%
5 year
-7.65%
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.)
18.26%
Sharpe
-0.06
Sortino
-0.09
Max drawdown
-45.56%
Best month
14.06%
Worst month
-17.06%
Beta vs VTSAX
1.13
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.