Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.00%
3 year
7.76%
5 year
7.11%
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.)
13.45%
Sharpe
0.95
Sortino
1.65
Max drawdown
-27.81%
Best month
13.80%
Worst month
-20.04%
Beta vs VTSAX
0.70
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.