Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.25%
3 year
16.79%
5 year
9.08%
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.)
20.39%
Sharpe
1.05
Sortino
2.03
Max drawdown
-33.16%
Best month
15.47%
Worst month
-22.58%
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.