Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.61%
3 year
13.09%
5 year
12.75%
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.)
10.42%
Sharpe
1.36
Sortino
2.50
Max drawdown
-24.65%
Best month
10.38%
Worst month
-13.87%
Beta vs VTSAX
0.28
Correlation
0.34
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.