Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.21%
3 year
7.27%
5 year
-0.37%
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.)
21.46%
Sharpe
0.45
Sortino
0.75
Max drawdown
-39.18%
Best month
16.35%
Worst month
-18.49%
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.