Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.25%
3 year
17.44%
5 year
5.48%
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.)
16.15%
Sharpe
0.87
Sortino
1.49
Max drawdown
-39.41%
Best month
17.84%
Worst month
-15.89%
Beta vs VTSAX
1.20
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.