Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.84%
3 year
17.00%
5 year
5.09%
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.)
16.14%
Sharpe
0.84
Sortino
1.43
Max drawdown
-39.60%
Best month
17.77%
Worst month
-15.89%
Beta vs VTSAX
1.20
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.