Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.56%
3 year
24.60%
5 year
8.98%
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.)
16.47%
Sharpe
1.41
Sortino
2.99
Max drawdown
-35.64%
Best month
13.97%
Worst month
-12.72%
Beta vs VTSAX
1.07
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.