Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.22%
3 year
27.64%
5 year
10.97%
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.)
16.64%
Sharpe
1.35
Sortino
2.64
Max drawdown
-33.01%
Best month
14.75%
Worst month
-11.58%
Beta vs VTSAX
1.10
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.