Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.65%
3 year
9.17%
5 year
11.41%
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.)
12.55%
Sharpe
1.06
Sortino
1.92
Max drawdown
-23.87%
Best month
10.61%
Worst month
-15.47%
Beta vs VTSAX
0.52
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.