Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.98%
3 year
12.10%
5 year
4.45%
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.)
17.06%
Sharpe
0.87
Sortino
1.56
Max drawdown
-30.07%
Best month
15.86%
Worst month
-21.33%
Beta vs VTSAX
1.13
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.