Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.76%
3 year
6.89%
5 year
7.59%
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
81 months through April 30, 2026Volatility (ann.)
10.70%
Sharpe
0.69
Sortino
1.09
Max drawdown
-22.99%
Best month
11.13%
Worst month
-15.50%
Beta vs VTSAX
0.55
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.