Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.12%
3 year
19.36%
5 year
9.65%
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.)
12.75%
Sharpe
1.45
Sortino
2.82
Max drawdown
-27.81%
Best month
14.50%
Worst month
-16.99%
Beta vs VTSAX
0.92
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.