Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.55%
3 year
10.25%
5 year
3.84%
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.)
7.45%
Sharpe
1.25
Sortino
2.18
Max drawdown
-18.83%
Best month
6.41%
Worst month
-7.89%
Beta vs VTSAX
0.51
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.