Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.48%
3 year
6.49%
5 year
6.23%
10 year
—
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.)
13.29%
Sharpe
0.70
Sortino
1.22
Max drawdown
-18.43%
Best month
10.49%
Worst month
-8.37%
Beta vs VTSAX
0.74
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.