Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.77%
3 year
0.79%
5 year
5.18%
10 year
4.99%
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.)
13.29%
Sharpe
0.20
Sortino
0.31
Max drawdown
-19.62%
Best month
11.37%
Worst month
-9.25%
Beta vs VTSAX
0.58
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.