Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.34%
3 year
-3.13%
5 year
-5.62%
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
75 months through March 31, 2026Volatility (ann.)
12.95%
Sharpe
-0.33
Sortino
-0.47
Max drawdown
-34.05%
Best month
13.33%
Worst month
-8.45%
Beta vs VTSAX
0.59
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.