Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.75%
3 year
14.11%
5 year
11.75%
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.)
13.47%
Sharpe
1.24
Sortino
2.35
Max drawdown
-27.23%
Best month
12.27%
Worst month
-17.72%
Beta vs VTSAX
0.88
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.