Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.40%
3 year
6.86%
5 year
-0.29%
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.)
18.52%
Sharpe
0.27
Sortino
0.44
Max drawdown
-33.54%
Best month
13.99%
Worst month
-18.15%
Beta vs VTSAX
1.23
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.