Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.62%
3 year
9.53%
5 year
4.94%
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.)
16.87%
Sharpe
0.64
Sortino
1.11
Max drawdown
-30.17%
Best month
12.66%
Worst month
-19.71%
Beta vs VTSAX
1.17
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.