Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.28%
3 year
27.96%
5 year
13.33%
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.)
16.42%
Sharpe
1.34
Sortino
2.65
Max drawdown
-31.00%
Best month
15.31%
Worst month
-11.96%
Beta vs VTSAX
1.10
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.