Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.89%
3 year
3.11%
5 year
5.17%
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.)
21.09%
Sharpe
0.04
Sortino
0.05
Max drawdown
-27.05%
Best month
19.55%
Worst month
-12.38%
Beta vs VTSAX
0.88
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.