Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.53%
3 year
9.42%
5 year
4.84%
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.)
16.85%
Sharpe
0.63
Sortino
1.10
Max drawdown
-30.23%
Best month
12.68%
Worst month
-19.73%
Beta vs VTSAX
1.17
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.