Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.94%
3 year
21.90%
5 year
13.40%
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.)
13.56%
Sharpe
1.53
Sortino
3.20
Max drawdown
-24.27%
Best month
13.59%
Worst month
-13.15%
Beta vs VTSAX
0.98
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.