Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.92%
3 year
6.97%
5 year
-0.64%
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.)
21.47%
Sharpe
0.43
Sortino
0.72
Max drawdown
-39.51%
Best month
16.35%
Worst month
-18.52%
Beta vs VTSAX
1.46
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.