Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.39%
3 year
10.18%
5 year
9.09%
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.)
12.59%
Sharpe
1.01
Sortino
1.77
Max drawdown
-24.15%
Best month
13.14%
Worst month
-14.83%
Beta vs VTSAX
0.80
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.