Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.02%
3 year
4.97%
5 year
5.57%
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.)
12.95%
Sharpe
0.39
Sortino
0.57
Max drawdown
-21.26%
Best month
11.57%
Worst month
-13.61%
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.