Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.93%
3 year
2.00%
5 year
1.42%
10 year
6.70%
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.)
15.61%
Sharpe
0.10
Sortino
0.15
Max drawdown
-27.49%
Best month
14.15%
Worst month
-10.89%
Beta vs VTSAX
0.89
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.