Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.58%
3 year
39.67%
5 year
20.13%
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.)
16.65%
Sharpe
2.37
Sortino
5.53
Max drawdown
-35.07%
Best month
16.53%
Worst month
-17.17%
Beta vs VTSAX
1.24
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.