Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.78%
3 year
13.94%
5 year
11.21%
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.)
19.60%
Sharpe
1.02
Sortino
2.05
Max drawdown
-36.48%
Best month
16.42%
Worst month
-25.44%
Beta vs VTSAX
1.18
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.