Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.15%
3 year
32.70%
5 year
10.11%
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
1.35
Sortino
2.61
Max drawdown
-42.21%
Best month
15.28%
Worst month
-13.75%
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.