Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-6.44%
3 year
—
5 year
—
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
30 months through April 30, 2026Volatility (ann.)
18.36%
Sharpe
0.41
Sortino
0.59
Max drawdown
-27.07%
Best month
9.70%
Worst month
-14.71%
Beta vs VTSAX
0.66
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.