Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.87%
3 year
8.76%
5 year
4.20%
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.)
16.82%
Sharpe
0.60
Sortino
1.02
Max drawdown
-30.55%
Best month
12.60%
Worst month
-19.78%
Beta vs VTSAX
1.16
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.