Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.52%
3 year
29.05%
5 year
12.18%
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.)
16.66%
Sharpe
1.43
Sortino
2.85
Max drawdown
-32.50%
Best month
14.81%
Worst month
-11.48%
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.