Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.02%
3 year
14.61%
5 year
-1.59%
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.)
25.95%
Sharpe
0.73
Sortino
1.55
Max drawdown
-68.24%
Best month
21.49%
Worst month
-32.68%
Beta vs VTSAX
1.35
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.