Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.86%
3 year
14.74%
5 year
15.26%
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.)
14.94%
Sharpe
1.58
Sortino
3.37
Max drawdown
-39.58%
Best month
21.21%
Worst month
-32.60%
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.