Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.39%
3 year
0.35%
5 year
8.57%
10 year
13.52%
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
81 months through April 30, 2026Volatility (ann.)
42.26%
Sharpe
-0.09
Sortino
-0.13
Max drawdown
-50.40%
Best month
37.70%
Worst month
-25.65%
Beta vs VTSAX
1.73
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.