Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.77%
3 year
15.18%
5 year
-0.86%
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.)
21.99%
Sharpe
0.87
Sortino
1.50
Max drawdown
-48.31%
Best month
17.62%
Worst month
-18.70%
Beta vs VTSAX
1.40
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.