Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.41%
3 year
27.93%
5 year
15.05%
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.)
16.16%
Sharpe
1.40
Sortino
2.79
Max drawdown
-30.16%
Best month
14.43%
Worst month
-12.42%
Beta vs VTSAX
0.46
Correlation
0.37
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.