Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.36%
3 year
7.86%
5 year
3.66%
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.)
16.71%
Sharpe
0.59
Sortino
0.98
Max drawdown
-30.86%
Best month
11.39%
Worst month
-19.49%
Beta vs VTSAX
0.89
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.