Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.31%
3 year
1.59%
5 year
3.05%
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.)
15.83%
Sharpe
0.18
Sortino
0.27
Max drawdown
-28.45%
Best month
15.16%
Worst month
-19.22%
Beta vs VTSAX
0.96
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.