Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-6.91%
3 year
9.71%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
63 months through April 30, 2026Volatility (ann.)
16.60%
Sharpe
0.65
Sortino
1.15
Max drawdown
-28.45%
Best month
11.73%
Worst month
-9.84%
Beta vs VTSAX
1.11
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.