Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.78%
3 year
-2.45%
5 year
-14.18%
10 year
-2.95%
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.)
19.98%
Sharpe
-0.34
Sortino
-0.47
Max drawdown
-63.42%
Best month
12.90%
Worst month
-14.39%
Beta vs VTSAX
0.75
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.