Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.34%
3 year
25.90%
5 year
4.32%
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.)
28.40%
Sharpe
0.68
Sortino
1.26
Max drawdown
-46.36%
Best month
25.71%
Worst month
-19.93%
Beta vs VTSAX
1.90
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.