Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.91%
3 year
13.31%
5 year
0.97%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
69 months through April 30, 2026Volatility (ann.)
22.91%
Sharpe
0.74
Sortino
1.23
Max drawdown
-48.84%
Best month
19.79%
Worst month
-17.73%
Beta vs VTSAX
1.45
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.