Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.38%
3 year
21.46%
5 year
12.88%
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.)
13.08%
Sharpe
1.54
Sortino
3.21
Max drawdown
-24.73%
Best month
12.79%
Worst month
-12.45%
Beta vs VTSAX
0.95
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.