Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.11%
3 year
12.95%
5 year
10.41%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
75 months through April 30, 2026Volatility (ann.)
13.80%
Sharpe
0.98
Sortino
1.78
Max drawdown
-21.92%
Best month
14.20%
Worst month
-14.25%
Beta vs VTSAX
0.98
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.