Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.22%
3 year
4.58%
5 year
23.74%
10 year
7.72%
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.)
19.80%
Sharpe
0.84
Sortino
1.43
Max drawdown
-52.20%
Best month
31.96%
Worst month
-36.35%
Beta vs VTSAX
0.26
Correlation
0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.