Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.78%
3 year
16.14%
5 year
5.29%
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.)
20.98%
Sharpe
0.90
Sortino
1.71
Max drawdown
-34.08%
Best month
18.32%
Worst month
-21.04%
Beta vs VTSAX
1.36
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.