Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.96%
3 year
17.42%
5 year
10.76%
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.)
14.30%
Sharpe
0.92
Sortino
1.66
Max drawdown
-23.59%
Best month
14.74%
Worst month
-11.95%
Beta vs VTSAX
0.98
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.