Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.29%
3 year
5.91%
5 year
6.69%
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
68 months through April 30, 2026Volatility (ann.)
12.94%
Sharpe
0.74
Sortino
1.18
Max drawdown
-17.05%
Best month
10.45%
Worst month
-8.14%
Beta vs VTSAX
0.73
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.