Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.84%
3 year
16.18%
5 year
9.34%
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.)
20.46%
Sharpe
1.00
Sortino
2.02
Max drawdown
-33.17%
Best month
18.62%
Worst month
-23.58%
Beta vs VTSAX
1.31
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.