Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.33%
3 year
15.96%
5 year
7.65%
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.)
10.28%
Sharpe
1.47
Sortino
2.78
Max drawdown
-23.51%
Best month
11.20%
Worst month
-12.98%
Beta vs VTSAX
0.74
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.