Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.64%
3 year
13.10%
5 year
11.00%
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.)
12.40%
Sharpe
1.21
Sortino
2.16
Max drawdown
-25.21%
Best month
13.54%
Worst month
-15.90%
Beta vs VTSAX
0.76
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.