Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.48%
3 year
11.93%
5 year
-0.10%
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.)
18.70%
Sharpe
0.65
Sortino
1.06
Max drawdown
-41.00%
Best month
16.52%
Worst month
-16.10%
Beta vs VTSAX
1.24
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.