Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.21%
3 year
-0.76%
5 year
-12.54%
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.)
18.18%
Sharpe
-0.35
Sortino
-0.48
Max drawdown
-56.41%
Best month
13.29%
Worst month
-15.44%
Beta vs VTSAX
1.30
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.