Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.17%
3 year
3.51%
5 year
3.00%
10 year
—
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.)
21.21%
Sharpe
0.14
Sortino
0.20
Max drawdown
-38.64%
Best month
14.55%
Worst month
-14.54%
Beta vs VTSAX
1.06
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.