Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.27%
3 year
29.81%
5 year
16.05%
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.)
16.23%
Sharpe
1.54
Sortino
3.33
Max drawdown
-28.61%
Best month
15.55%
Worst month
-11.62%
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.