Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.60%
3 year
15.11%
5 year
-1.17%
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.)
25.94%
Sharpe
0.75
Sortino
1.60
Max drawdown
-68.03%
Best month
21.51%
Worst month
-32.70%
Beta vs VTSAX
1.35
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.