Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.62%
3 year
14.15%
5 year
14.71%
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.)
12.46%
Sharpe
1.37
Sortino
2.40
Max drawdown
-31.37%
Best month
15.00%
Worst month
-20.33%
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.