Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.87%
3 year
-7.05%
5 year
11.71%
10 year
-12.81%
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.)
48.50%
Sharpe
0.50
Sortino
0.89
Max drawdown
-87.07%
Best month
68.40%
Worst month
-74.17%
Beta vs VTSAX
1.33
Correlation
0.35
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.