Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.36%
3 year
10.15%
5 year
8.29%
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
0.88
Sortino
1.67
Max drawdown
-38.27%
Best month
18.86%
Worst month
-28.14%
Beta vs VTSAX
1.15
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.