Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.97%
3 year
4.20%
5 year
-0.68%
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
69 months through April 30, 2026Volatility (ann.)
4.84%
Sharpe
0.64
Sortino
1.08
Max drawdown
-16.76%
Best month
3.99%
Worst month
-3.65%
Beta vs VTSAX
0.24
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.