Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.41%
3 year
-3.25%
5 year
34.63%
10 year
-11.68%
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.)
40.37%
Sharpe
0.48
Sortino
0.78
Max drawdown
-95.38%
Best month
63.84%
Worst month
-86.79%
Beta vs VTSAX
0.45
Correlation
0.14
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.