Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.90%
3 year
20.17%
5 year
7.04%
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.)
21.86%
Sharpe
1.08
Sortino
2.05
Max drawdown
-32.43%
Best month
16.08%
Worst month
-20.11%
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.