Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.55%
3 year
15.20%
5 year
11.87%
10 year
11.58%
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 May 31, 2026Volatility (ann.)
10.60%
Sharpe
1.31
Sortino
2.42
Max drawdown
-19.35%
Best month
12.95%
Worst month
-12.48%
Beta vs VTSAX
0.76
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.