Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.63%
3 year
35.69%
5 year
-0.71%
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.)
30.19%
Sharpe
0.94
Sortino
1.76
Max drawdown
-66.19%
Best month
22.80%
Worst month
-22.69%
Beta vs VTSAX
1.86
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.