Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.77%
3 year
16.50%
5 year
12.89%
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.)
12.95%
Sharpe
1.37
Sortino
2.63
Max drawdown
-27.02%
Best month
12.45%
Worst month
-16.93%
Beta vs VTSAX
0.90
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.