Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.78%
3 year
3.89%
5 year
4.75%
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
75 months through April 30, 2026Volatility (ann.)
10.41%
Sharpe
0.57
Sortino
0.92
Max drawdown
-39.50%
Best month
19.47%
Worst month
-25.47%
Beta vs VTSAX
0.30
Correlation
0.39
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.