Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.65%
3 year
5.01%
5 year
3.76%
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
67 months through April 30, 2026Volatility (ann.)
13.96%
Sharpe
0.66
Sortino
1.12
Max drawdown
-24.88%
Best month
13.84%
Worst month
-11.55%
Beta vs VTSAX
0.77
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.