Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.64%
3 year
13.34%
5 year
6.99%
10 year
8.16%
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.)
19.91%
Sharpe
0.48
Sortino
0.80
Max drawdown
-40.28%
Best month
22.14%
Worst month
-30.84%
Beta vs VTSAX
1.42
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.