Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.94%
3 year
9.69%
5 year
3.25%
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.)
7.43%
Sharpe
1.17
Sortino
2.03
Max drawdown
-19.48%
Best month
6.36%
Worst month
-7.87%
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.