Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.72%
3 year
6.81%
5 year
7.20%
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.)
12.85%
Sharpe
0.53
Sortino
0.81
Max drawdown
-21.13%
Best month
11.60%
Worst month
-13.53%
Beta vs VTSAX
0.74
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.