Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.57%
3 year
38.63%
5 year
19.23%
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.)
16.64%
Sharpe
2.31
Sortino
5.32
Max drawdown
-35.61%
Best month
16.43%
Worst month
-17.21%
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.