Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.29%
3 year
11.28%
5 year
8.36%
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.)
13.35%
Sharpe
1.14
Sortino
2.05
Max drawdown
-29.74%
Best month
14.43%
Worst month
-19.20%
Beta vs VTSAX
0.84
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.