Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.86%
3 year
9.72%
5 year
3.85%
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.)
7.84%
Sharpe
1.16
Sortino
1.99
Max drawdown
-19.78%
Best month
6.44%
Worst month
-10.69%
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.