Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.85%
3 year
9.65%
5 year
8.34%
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
82 months through April 30, 2026Volatility (ann.)
19.05%
Sharpe
0.69
Sortino
1.15
Max drawdown
-29.60%
Best month
15.08%
Worst month
-19.18%
Beta vs VTSAX
1.26
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.