Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.68%
3 year
17.92%
5 year
13.42%
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.)
13.48%
Sharpe
1.39
Sortino
2.74
Max drawdown
-36.16%
Best month
19.56%
Worst month
-25.19%
Beta vs VTSAX
0.96
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.