Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.65%
3 year
12.43%
5 year
9.23%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
68 months through April 30, 2026Volatility (ann.)
14.80%
Sharpe
0.67
Sortino
1.13
Max drawdown
-21.00%
Best month
12.11%
Worst month
-8.17%
Beta vs VTSAX
1.05
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.