Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.75%
3 year
14.83%
5 year
7.95%
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.)
10.96%
Sharpe
1.32
Sortino
2.42
Max drawdown
-24.01%
Best month
12.29%
Worst month
-14.67%
Beta vs VTSAX
0.77
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.