Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.15%
3 year
30.79%
5 year
16.93%
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.)
16.25%
Sharpe
1.60
Sortino
3.50
Max drawdown
-28.19%
Best month
15.58%
Worst month
-11.54%
Beta vs VTSAX
1.11
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.