Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.29%
3 year
8.84%
5 year
5.07%
10 year
10.12%
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 May 31, 2026Volatility (ann.)
12.99%
Sharpe
0.45
Sortino
0.71
Max drawdown
-25.30%
Best month
16.02%
Worst month
-15.75%
Beta vs VTSAX
0.90
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.