Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.59%
3 year
10.02%
5 year
5.37%
10 year
7.80%
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
75 months through April 30, 2026Volatility (ann.)
9.56%
Sharpe
1.00
Sortino
1.83
Max drawdown
-20.56%
Best month
8.11%
Worst month
-8.41%
Beta vs VTSAX
0.67
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.