Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.91%
3 year
31.23%
5 year
8.91%
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.)
22.06%
Sharpe
1.28
Sortino
2.46
Max drawdown
-42.93%
Best month
15.16%
Worst month
-13.83%
Beta vs VTSAX
1.37
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.