Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.33%
3 year
6.46%
5 year
-1.10%
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.)
21.45%
Sharpe
0.41
Sortino
0.68
Max drawdown
-40.02%
Best month
16.34%
Worst month
-18.54%
Beta vs VTSAX
1.45
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.