Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.23%
3 year
11.02%
5 year
9.95%
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.)
12.61%
Sharpe
1.08
Sortino
1.91
Max drawdown
-23.97%
Best month
13.22%
Worst month
-14.75%
Beta vs VTSAX
0.80
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.