Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.34%
3 year
16.89%
5 year
2.80%
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.)
19.27%
Sharpe
0.75
Sortino
1.38
Max drawdown
-39.16%
Best month
15.26%
Worst month
-15.10%
Beta vs VTSAX
1.31
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.