Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.35%
3 year
14.57%
5 year
7.35%
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.)
11.74%
Sharpe
0.95
Sortino
1.66
Max drawdown
-25.11%
Best month
11.26%
Worst month
-11.30%
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.