Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.48%
3 year
9.86%
5 year
7.71%
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.)
18.00%
Sharpe
0.75
Sortino
1.42
Max drawdown
-38.57%
Best month
18.47%
Worst month
-27.23%
Beta vs VTSAX
1.07
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.