Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.12%
3 year
24.13%
5 year
8.57%
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.)
16.48%
Sharpe
1.39
Sortino
2.91
Max drawdown
-35.90%
Best month
13.90%
Worst month
-12.75%
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.