Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.81%
3 year
14.33%
5 year
16.02%
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.)
12.80%
Sharpe
1.63
Sortino
3.47
Max drawdown
-30.05%
Best month
16.47%
Worst month
-23.85%
Beta vs VTSAX
0.47
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.