Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.91%
3 year
10.35%
5 year
5.69%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
66 months through April 30, 2026Volatility (ann.)
9.57%
Sharpe
1.03
Sortino
1.91
Max drawdown
-20.39%
Best month
7.20%
Worst month
-7.19%
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.