Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.38%
3 year
13.32%
5 year
5.70%
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.)
20.28%
Sharpe
0.87
Sortino
1.63
Max drawdown
-30.71%
Best month
18.42%
Worst month
-21.76%
Beta vs VTSAX
1.32
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.