Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.18%
3 year
10.28%
5 year
3.52%
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.)
15.94%
Sharpe
0.39
Sortino
0.68
Max drawdown
-33.29%
Best month
13.95%
Worst month
-14.82%
Beta vs VTSAX
1.10
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.