Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.49%
3 year
31.88%
5 year
9.46%
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.)
22.07%
Sharpe
1.31
Sortino
2.53
Max drawdown
-42.59%
Best month
15.20%
Worst month
-13.81%
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.