Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.09%
3 year
20.50%
5 year
12.09%
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.)
12.90%
Sharpe
1.42
Sortino
3.01
Max drawdown
-24.75%
Best month
13.97%
Worst month
-12.49%
Beta vs VTSAX
0.92
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.