Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.32%
3 year
18.61%
5 year
10.60%
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.)
12.57%
Sharpe
1.34
Sortino
2.67
Max drawdown
-25.78%
Best month
12.28%
Worst month
-12.84%
Beta vs VTSAX
0.92
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.