Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.06%
3 year
14.82%
5 year
1.78%
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.)
16.42%
Sharpe
0.81
Sortino
1.39
Max drawdown
-36.77%
Best month
16.00%
Worst month
-14.27%
Beta vs VTSAX
1.12
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.