Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.41%
3 year
15.47%
5 year
8.54%
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.)
11.00%
Sharpe
1.37
Sortino
2.54
Max drawdown
-23.66%
Best month
12.42%
Worst month
-14.66%
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.