Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.29%
3 year
12.97%
5 year
11.56%
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.)
11.20%
Sharpe
1.31
Sortino
2.57
Max drawdown
-21.46%
Best month
12.92%
Worst month
-13.33%
Beta vs VTSAX
0.73
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.