Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.84%
3 year
14.04%
5 year
6.84%
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
0.91
Sortino
1.57
Max drawdown
-25.36%
Best month
11.18%
Worst month
-11.22%
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.