Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.71%
3 year
14.24%
5 year
14.77%
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
78 months through April 30, 2026Volatility (ann.)
12.45%
Sharpe
1.38
Sortino
2.42
Max drawdown
-31.34%
Best month
14.99%
Worst month
-20.31%
Beta vs VTSAX
0.76
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.