Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.49%
3 year
10.32%
5 year
4.39%
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.)
7.82%
Sharpe
1.23
Sortino
2.14
Max drawdown
-19.44%
Best month
6.49%
Worst month
-10.64%
Beta vs VTSAX
0.53
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.