Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.41%
3 year
2.84%
5 year
-2.52%
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
81 months through April 30, 2026Volatility (ann.)
19.21%
Sharpe
0.09
Sortino
0.14
Max drawdown
-41.52%
Best month
19.43%
Worst month
-19.46%
Beta vs VTSAX
0.72
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.