Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.34%
3 year
13.25%
5 year
10.68%
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.)
13.78%
Sharpe
1.00
Sortino
1.83
Max drawdown
-21.91%
Best month
14.20%
Worst month
-14.21%
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.