Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.30%
3 year
16.12%
5 year
7.45%
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.)
12.95%
Sharpe
1.17
Sortino
2.18
Max drawdown
-27.25%
Best month
13.54%
Worst month
-15.19%
Beta vs VTSAX
0.94
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.