Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.05%
3 year
7.71%
5 year
4.47%
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.)
9.77%
Sharpe
1.20
Sortino
2.18
Max drawdown
-12.13%
Best month
5.70%
Worst month
-6.48%
Beta vs VTSAX
0.57
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.