Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.02%
3 year
20.68%
5 year
10.95%
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.)
13.12%
Sharpe
1.47
Sortino
3.06
Max drawdown
-26.50%
Best month
13.65%
Worst month
-13.56%
Beta vs VTSAX
0.96
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.