Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.40%
3 year
21.40%
5 year
13.71%
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.)
13.23%
Sharpe
1.55
Sortino
3.24
Max drawdown
-23.09%
Best month
12.48%
Worst month
-15.07%
Beta vs VTSAX
0.97
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.