Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.06%
3 year
15.12%
5 year
9.17%
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.)
9.81%
Sharpe
1.51
Sortino
3.03
Max drawdown
-18.77%
Best month
9.78%
Worst month
-9.94%
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.