Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.59%
3 year
16.66%
5 year
13.59%
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.)
12.80%
Sharpe
1.41
Sortino
2.63
Max drawdown
-32.01%
Best month
16.80%
Worst month
-20.65%
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.