Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.51%
3 year
17.15%
5 year
14.14%
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.)
13.47%
Sharpe
1.50
Sortino
2.92
Max drawdown
-26.34%
Best month
13.59%
Worst month
-16.69%
Beta vs VTSAX
0.89
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.