Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.63%
3 year
13.07%
5 year
11.09%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
66 months through April 30, 2026Volatility (ann.)
15.87%
Sharpe
0.99
Sortino
1.95
Max drawdown
-18.86%
Best month
14.27%
Worst month
-10.62%
Beta vs VTSAX
0.83
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.