Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.03%
3 year
16.98%
5 year
10.22%
10 year
11.36%
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
51 months through May 31, 2024Volatility (ann.)
15.03%
Sharpe
0.39
Sortino
0.59
Max drawdown
-23.43%
Best month
8.03%
Worst month
-8.01%
Beta vs VTSAX
0.80
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.