Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.46%
3 year
20.14%
5 year
9.89%
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.)
25.40%
Sharpe
1.03
Sortino
1.91
Max drawdown
-38.53%
Best month
24.09%
Worst month
-28.25%
Beta vs VTSAX
1.65
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.