Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.31%
3 year
11.77%
5 year
9.69%
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.)
12.37%
Sharpe
1.10
Sortino
1.92
Max drawdown
-25.44%
Best month
13.43%
Worst month
-16.01%
Beta vs VTSAX
0.76
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.