Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.59%
3 year
11.05%
5 year
10.09%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
75 months through April 30, 2026Volatility (ann.)
12.24%
Sharpe
1.05
Sortino
1.84
Max drawdown
-27.00%
Best month
14.30%
Worst month
-19.18%
Beta vs VTSAX
0.79
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.