Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.02%
3 year
16.47%
5 year
5.27%
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.)
18.60%
Sharpe
0.80
Sortino
1.45
Max drawdown
-37.86%
Best month
14.81%
Worst month
-14.11%
Beta vs VTSAX
1.32
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.