Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.02%
3 year
4.14%
5 year
6.22%
10 year
10.16%
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.)
21.10%
Sharpe
0.08
Sortino
0.12
Max drawdown
-26.39%
Best month
19.63%
Worst month
-12.30%
Beta vs VTSAX
0.88
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.