Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.08%
3 year
32.55%
5 year
10.00%
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.)
22.09%
Sharpe
1.34
Sortino
2.59
Max drawdown
-42.28%
Best month
15.23%
Worst month
-13.78%
Beta vs VTSAX
1.38
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.