Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.90%
3 year
10.36%
5 year
6.06%
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.)
16.01%
Sharpe
0.80
Sortino
1.42
Max drawdown
-27.66%
Best month
13.12%
Worst month
-17.12%
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.