Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.34%
3 year
8.68%
5 year
8.88%
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
81 months through April 30, 2026Volatility (ann.)
20.10%
Sharpe
0.52
Sortino
0.91
Max drawdown
-35.46%
Best month
19.11%
Worst month
-22.83%
Beta vs VTSAX
1.14
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.