Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.99%
3 year
23.54%
5 year
15.81%
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.)
13.89%
Sharpe
1.67
Sortino
3.63
Max drawdown
-22.74%
Best month
15.73%
Worst month
-14.47%
Beta vs VTSAX
1.02
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.