Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.50%
3 year
10.92%
5 year
5.70%
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
75 months through April 30, 2026Volatility (ann.)
9.76%
Sharpe
0.93
Sortino
1.62
Max drawdown
-23.81%
Best month
9.58%
Worst month
-12.61%
Beta vs VTSAX
0.27
Correlation
0.35
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.