Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.55%
3 year
11.30%
5 year
10.20%
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.)
12.62%
Sharpe
1.10
Sortino
1.96
Max drawdown
-23.94%
Best month
13.26%
Worst month
-14.72%
Beta vs VTSAX
0.81
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.