Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.10%
3 year
5.99%
5 year
6.75%
10 year
9.96%
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
81 months through April 30, 2026Volatility (ann.)
26.45%
Sharpe
0.38
Sortino
0.61
Max drawdown
-42.58%
Best month
26.14%
Worst month
-25.65%
Beta vs VTSAX
1.35
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.