Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.73%
3 year
-0.41%
5 year
-5.66%
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.)
9.18%
Sharpe
-0.11
Sortino
-0.14
Max drawdown
-31.73%
Best month
5.41%
Worst month
-8.31%
Beta vs VTSAX
0.66
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.