Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.27%
3 year
13.44%
5 year
6.28%
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.)
11.73%
Sharpe
0.86
Sortino
1.46
Max drawdown
-25.74%
Best month
11.19%
Worst month
-11.26%
Beta vs VTSAX
0.81
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.