Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.26%
3 year
24.87%
5 year
17.05%
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.)
13.91%
Sharpe
1.76
Sortino
3.92
Max drawdown
-22.12%
Best month
15.83%
Worst month
-14.40%
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.