Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.19%
3 year
1.45%
5 year
18.41%
10 year
4.09%
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.)
21.01%
Sharpe
0.75
Sortino
1.30
Max drawdown
-62.51%
Best month
62.31%
Worst month
-44.05%
Beta vs VTSAX
0.35
Correlation
0.21
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.