Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.26%
3 year
23.43%
5 year
15.68%
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.)
22.55%
Sharpe
0.89
Sortino
1.71
Max drawdown
-43.13%
Best month
21.95%
Worst month
-32.16%
Beta vs VTSAX
1.40
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.