Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.72%
3 year
8.47%
5 year
4.24%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
3.98%
Sharpe
1.87
Sortino
4.15
Max drawdown
-10.51%
Best month
3.84%
Worst month
-5.54%
Beta vs VTSAX
0.20
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.