Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.58%
3 year
19.92%
5 year
11.82%
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.)
12.58%
Sharpe
1.44
Sortino
2.94
Max drawdown
-25.18%
Best month
12.36%
Worst month
-12.75%
Beta vs VTSAX
0.92
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.