Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.31%
3 year
8.00%
5 year
10.22%
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.)
12.62%
Sharpe
0.96
Sortino
1.69
Max drawdown
-23.85%
Best month
10.57%
Worst month
-15.41%
Beta vs VTSAX
0.53
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.