Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.07%
3 year
-2.21%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2023 onward derived from N-PORT monthly returnsRisk statistics
39 months through March 31, 2026Volatility (ann.)
13.90%
Sharpe
0.00
Sortino
0.00
Max drawdown
-18.57%
Best month
8.08%
Worst month
-7.91%
Beta vs VTSAX
0.50
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.