Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.85%
3 year
28.60%
5 year
13.90%
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.)
16.45%
Sharpe
1.38
Sortino
2.74
Max drawdown
-30.73%
Best month
15.36%
Worst month
-11.92%
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.