Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.00%
3 year
9.80%
5 year
7.89%
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.)
19.83%
Sharpe
0.85
Sortino
1.61
Max drawdown
-38.38%
Best month
18.83%
Worst month
-28.24%
Beta vs VTSAX
1.16
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.