Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.92%
3 year
2.28%
5 year
0.52%
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.)
25.81%
Sharpe
0.25
Sortino
0.39
Max drawdown
-50.01%
Best month
18.40%
Worst month
-31.59%
Beta vs VTSAX
1.42
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.