Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.39%
3 year
14.80%
5 year
-1.20%
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.)
22.01%
Sharpe
0.85
Sortino
1.46
Max drawdown
-48.81%
Best month
17.58%
Worst month
-18.72%
Beta vs VTSAX
1.41
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.