Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.56%
3 year
5.37%
5 year
6.12%
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.)
13.10%
Sharpe
0.42
Sortino
0.62
Max drawdown
-21.27%
Best month
11.61%
Worst month
-13.62%
Beta vs VTSAX
0.75
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.