Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.62%
3 year
10.58%
5 year
10.81%
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.)
17.78%
Sharpe
0.78
Sortino
1.55
Max drawdown
-30.84%
Best month
21.01%
Worst month
-24.83%
Beta vs VTSAX
0.89
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.