Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-8.36%
3 year
7.52%
5 year
1.04%
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.)
17.58%
Sharpe
0.29
Sortino
0.46
Max drawdown
-28.58%
Best month
13.19%
Worst month
-16.13%
Beta vs VTSAX
1.15
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.