Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.54%
3 year
12.94%
5 year
7.20%
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.)
33.59%
Sharpe
0.55
Sortino
0.94
Max drawdown
-56.26%
Best month
29.63%
Worst month
-42.91%
Beta vs VTSAX
2.28
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.