Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.08%
3 year
34.63%
5 year
12.59%
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.)
21.36%
Sharpe
1.30
Sortino
2.76
Max drawdown
-38.54%
Best month
16.25%
Worst month
-14.21%
Beta vs VTSAX
1.33
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.