Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.48%
3 year
15.26%
5 year
9.61%
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.)
37.52%
Sharpe
0.73
Sortino
1.51
Max drawdown
-57.90%
Best month
29.40%
Worst month
-41.78%
Beta vs VTSAX
2.03
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.