Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.02%
3 year
17.72%
5 year
3.23%
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.)
19.35%
Sharpe
0.79
Sortino
1.46
Max drawdown
-39.56%
Best month
15.34%
Worst month
-15.02%
Beta vs VTSAX
1.31
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.