Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.11%
3 year
7.99%
5 year
7.68%
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.)
15.36%
Sharpe
0.74
Sortino
1.24
Max drawdown
-20.87%
Best month
10.53%
Worst month
-14.57%
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.