Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.94%
3 year
-1.22%
5 year
27.04%
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.)
30.02%
Sharpe
0.52
Sortino
0.83
Max drawdown
-70.12%
Best month
47.11%
Worst month
-52.14%
Beta vs VTSAX
0.35
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.