Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.89%
3 year
18.00%
5 year
14.87%
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.)
12.79%
Sharpe
1.52
Sortino
2.90
Max drawdown
-31.84%
Best month
16.81%
Worst month
-20.62%
Beta vs VTSAX
0.87
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.