Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.85%
3 year
9.91%
5 year
14.51%
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.)
17.89%
Sharpe
0.89
Sortino
1.83
Max drawdown
-39.67%
Best month
19.27%
Worst month
-31.88%
Beta vs VTSAX
0.57
Correlation
0.40
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.