Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.94%
3 year
10.73%
5 year
9.81%
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
75 months through April 30, 2026Volatility (ann.)
15.64%
Sharpe
0.95
Sortino
1.87
Max drawdown
-29.04%
Best month
18.64%
Worst month
-21.87%
Beta vs VTSAX
0.81
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.