Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.94%
3 year
16.62%
5 year
13.00%
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.)
12.94%
Sharpe
1.38
Sortino
2.65
Max drawdown
-26.94%
Best month
12.49%
Worst month
-16.88%
Beta vs VTSAX
0.90
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.