Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.03%
3 year
6.57%
5 year
4.66%
10 year
5.63%
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.)
17.12%
Sharpe
0.53
Sortino
0.88
Max drawdown
-32.60%
Best month
11.99%
Worst month
-19.33%
Beta vs VTSAX
0.97
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.