Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.38%
3 year
11.37%
5 year
10.35%
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.)
13.47%
Sharpe
1.16
Sortino
2.01
Max drawdown
-24.98%
Best month
13.24%
Worst month
-13.90%
Beta vs VTSAX
0.79
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.