Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.86%
3 year
23.16%
5 year
11.68%
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.)
18.52%
Sharpe
1.06
Sortino
2.17
Max drawdown
-31.27%
Best month
16.68%
Worst month
-15.66%
Beta vs VTSAX
1.29
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.