Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.18%
3 year
14.55%
5 year
12.18%
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.)
13.51%
Sharpe
1.28
Sortino
2.43
Max drawdown
-27.19%
Best month
12.32%
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.