Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.47%
3 year
7.62%
5 year
2.62%
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.)
19.09%
Sharpe
0.68
Sortino
1.24
Max drawdown
-28.57%
Best month
16.97%
Worst month
-19.83%
Beta vs VTSAX
1.18
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.