Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.77%
3 year
12.19%
5 year
11.87%
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.)
12.19%
Sharpe
1.15
Sortino
1.96
Max drawdown
-26.78%
Best month
12.87%
Worst month
-16.36%
Beta vs VTSAX
0.78
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.