Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.93%
3 year
1.40%
5 year
-12.94%
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.)
25.85%
Sharpe
0.20
Sortino
0.36
Max drawdown
-74.31%
Best month
20.39%
Worst month
-33.41%
Beta vs VTSAX
1.35
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.