Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.24%
3 year
19.45%
5 year
6.39%
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.)
21.87%
Sharpe
1.05
Sortino
1.97
Max drawdown
-32.85%
Best month
16.05%
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.