Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.49%
3 year
14.23%
5 year
11.15%
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.)
12.31%
Sharpe
1.44
Sortino
2.69
Max drawdown
-27.96%
Best month
11.76%
Worst month
-17.43%
Beta vs VTSAX
0.84
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.