Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.10%
3 year
9.27%
5 year
5.00%
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.)
16.04%
Sharpe
0.73
Sortino
1.27
Max drawdown
-28.25%
Best month
12.98%
Worst month
-17.24%
Beta vs VTSAX
1.04
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.