Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.64%
3 year
12.67%
5 year
6.28%
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.)
9.33%
Sharpe
1.30
Sortino
2.33
Max drawdown
-21.95%
Best month
10.16%
Worst month
-13.27%
Beta vs VTSAX
0.65
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.