Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-9.15%
3 year
-2.02%
5 year
-9.89%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
61 months through Dec. 31, 2025Volatility (ann.)
16.03%
Sharpe
-0.13
Sortino
-0.18
Max drawdown
-43.16%
Best month
9.31%
Worst month
-13.71%
Beta vs VTSAX
1.13
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.