Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.72%
3 year
9.67%
5 year
4.33%
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.)
18.63%
Sharpe
0.69
Sortino
1.22
Max drawdown
-38.76%
Best month
17.96%
Worst month
-27.10%
Beta vs VTSAX
1.10
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.