Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.69%
3 year
6.69%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2023 onward derived from N-PORT monthly returnsRisk statistics
50 months through April 30, 2026Volatility (ann.)
8.77%
Sharpe
0.83
Sortino
1.48
Max drawdown
-9.89%
Best month
8.26%
Worst month
-7.03%
Beta vs VTSAX
0.44
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.