Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.87%
3 year
2.49%
5 year
-2.17%
10 year
—
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.)
19.30%
Sharpe
0.46
Sortino
0.82
Max drawdown
-37.98%
Best month
14.35%
Worst month
-15.48%
Beta vs VTSAX
0.88
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.