Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.43%
3 year
13.29%
5 year
10.08%
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.)
10.98%
Sharpe
1.25
Sortino
2.35
Max drawdown
-30.25%
Best month
15.27%
Worst month
-22.66%
Beta vs VTSAX
0.77
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.