Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.47%
3 year
6.33%
5 year
5.77%
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.)
20.36%
Sharpe
0.53
Sortino
0.94
Max drawdown
-38.00%
Best month
18.96%
Worst month
-25.83%
Beta vs VTSAX
1.23
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.