Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.10%
3 year
17.68%
5 year
9.90%
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.)
20.43%
Sharpe
1.09
Sortino
2.14
Max drawdown
-33.05%
Best month
15.59%
Worst month
-22.53%
Beta vs VTSAX
1.32
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.