Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.08%
3 year
14.98%
5 year
8.17%
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
67 months through April 30, 2026Volatility (ann.)
9.69%
Sharpe
1.52
Sortino
2.86
Max drawdown
-19.51%
Best month
7.28%
Worst month
-7.14%
Beta vs VTSAX
0.70
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.