Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.91%
3 year
14.52%
5 year
9.71%
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.)
12.41%
Sharpe
1.03
Sortino
1.92
Max drawdown
-21.67%
Best month
10.82%
Worst month
-9.59%
Beta vs VTSAX
0.90
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.