Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.42%
3 year
14.40%
5 year
11.15%
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.)
10.98%
Sharpe
1.35
Sortino
2.60
Max drawdown
-30.13%
Best month
15.34%
Worst month
-22.59%
Beta vs VTSAX
0.77
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.