Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.94%
3 year
15.28%
5 year
4.18%
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.)
18.57%
Sharpe
0.74
Sortino
1.32
Max drawdown
-38.43%
Best month
14.77%
Worst month
-14.21%
Beta vs VTSAX
1.31
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.