Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-5.72%
3 year
7.04%
5 year
4.51%
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.)
18.95%
Sharpe
0.26
Sortino
0.42
Max drawdown
-34.33%
Best month
14.59%
Worst month
-26.04%
Beta vs VTSAX
1.14
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.