Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.43%
3 year
17.63%
5 year
13.15%
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.)
13.46%
Sharpe
1.37
Sortino
2.69
Max drawdown
-36.18%
Best month
19.51%
Worst month
-25.26%
Beta vs VTSAX
0.95
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.