Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.76%
3 year
20.36%
5 year
14.01%
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.)
25.63%
Sharpe
0.80
Sortino
1.40
Max drawdown
-46.77%
Best month
28.74%
Worst month
-32.45%
Beta vs VTSAX
1.78
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.