Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.62%
3 year
9.30%
5 year
5.93%
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.)
16.64%
Sharpe
0.71
Sortino
1.24
Max drawdown
-30.15%
Best month
13.92%
Worst month
-20.39%
Beta vs VTSAX
1.13
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.