Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.08%
3 year
9.57%
5 year
4.75%
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.)
16.28%
Sharpe
0.38
Sortino
0.63
Max drawdown
-23.90%
Best month
12.18%
Worst month
-12.26%
Beta vs VTSAX
0.88
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.