Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.97%
3 year
6.93%
5 year
6.61%
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.)
15.38%
Sharpe
0.67
Sortino
1.10
Max drawdown
-20.98%
Best month
10.49%
Worst month
-14.65%
Beta vs VTSAX
0.58
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.