Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.58%
3 year
23.82%
5 year
14.78%
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.)
11.95%
Sharpe
1.89
Sortino
4.13
Max drawdown
-23.51%
Best month
12.38%
Worst month
-13.06%
Beta vs VTSAX
0.88
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.