Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.33%
3 year
-4.86%
5 year
-0.51%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
75 months through April 30, 2026Volatility (ann.)
8.25%
Sharpe
-0.35
Sortino
-0.50
Max drawdown
-21.52%
Best month
5.87%
Worst month
-5.60%
Beta vs VTSAX
0.02
Correlation
0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.