Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
40.02%
3 year
7.31%
5 year
4.82%
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.)
30.07%
Sharpe
0.37
Sortino
0.61
Max drawdown
-37.51%
Best month
22.28%
Worst month
-15.01%
Beta vs VTSAX
1.18
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.