Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.76%
3 year
14.79%
5 year
8.85%
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.)
9.80%
Sharpe
1.48
Sortino
2.93
Max drawdown
-18.97%
Best month
9.79%
Worst month
-9.99%
Beta vs VTSAX
0.71
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.