Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.61%
3 year
18.84%
5 year
5.82%
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.)
21.84%
Sharpe
1.02
Sortino
1.90
Max drawdown
-33.38%
Best month
15.99%
Worst month
-20.18%
Beta vs VTSAX
1.47
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.