Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.56%
3 year
23.61%
5 year
8.13%
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.)
16.46%
Sharpe
1.36
Sortino
2.82
Max drawdown
-36.18%
Best month
13.82%
Worst month
-12.78%
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.