Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.92%
3 year
18.29%
5 year
12.16%
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.)
11.78%
Sharpe
1.47
Sortino
2.87
Max drawdown
-20.44%
Best month
11.31%
Worst month
-11.75%
Beta vs VTSAX
0.84
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.