Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.96%
3 year
12.84%
5 year
10.72%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
74 months through April 30, 2026Volatility (ann.)
10.88%
Sharpe
1.33
Sortino
2.34
Max drawdown
-16.16%
Best month
9.90%
Worst month
-7.92%
Beta vs VTSAX
0.56
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.