Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.87%
3 year
13.46%
5 year
13.98%
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.)
14.92%
Sharpe
1.49
Sortino
3.14
Max drawdown
-39.97%
Best month
20.71%
Worst month
-32.54%
Beta vs VTSAX
0.55
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.