Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.64%
3 year
21.83%
5 year
10.47%
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.)
18.51%
Sharpe
0.99
Sortino
1.99
Max drawdown
-31.97%
Best month
16.62%
Worst month
-15.76%
Beta vs VTSAX
1.29
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.