Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.02%
3 year
1.37%
5 year
-4.74%
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
67 months through April 30, 2026Volatility (ann.)
9.62%
Sharpe
0.13
Sortino
0.18
Max drawdown
-32.46%
Best month
6.13%
Worst month
-8.18%
Beta vs VTSAX
0.70
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.