Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.69%
3 year
10.72%
5 year
9.66%
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.)
13.37%
Sharpe
1.11
Sortino
1.91
Max drawdown
-25.05%
Best month
13.28%
Worst month
-13.95%
Beta vs VTSAX
0.78
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.