Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.03%
3 year
14.22%
5 year
15.41%
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.)
14.08%
Sharpe
1.25
Sortino
2.39
Max drawdown
-28.64%
Best month
15.56%
Worst month
-20.09%
Beta vs VTSAX
0.47
Correlation
0.42
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.