Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.51%
3 year
15.10%
5 year
10.26%
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.)
14.16%
Sharpe
1.03
Sortino
1.99
Max drawdown
-21.11%
Best month
10.14%
Worst month
-14.07%
Beta vs VTSAX
0.90
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.