Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.05%
3 year
7.02%
5 year
1.22%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
65 months through April 30, 2026Volatility (ann.)
4.58%
Sharpe
1.25
Sortino
2.29
Max drawdown
-15.55%
Best month
3.60%
Worst month
-4.12%
Beta vs VTSAX
0.26
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.