Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.75%
3 year
12.81%
5 year
10.12%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
19.58%
Sharpe
0.96
Sortino
1.90
Max drawdown
-36.64%
Best month
16.28%
Worst month
-25.50%
Beta vs VTSAX
1.18
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.