Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.27%
3 year
9.03%
5 year
2.65%
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.)
7.41%
Sharpe
1.09
Sortino
1.86
Max drawdown
-19.97%
Best month
6.32%
Worst month
-7.96%
Beta vs VTSAX
0.51
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.