Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.82%
3 year
10.31%
5 year
9.47%
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.)
14.61%
Sharpe
0.93
Sortino
1.76
Max drawdown
-33.29%
Best month
15.70%
Worst month
-23.85%
Beta vs VTSAX
0.87
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.