Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.39%
3 year
29.23%
5 year
14.47%
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
1.42
Sortino
2.84
Max drawdown
-30.50%
Best month
15.40%
Worst month
-11.88%
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.