Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.89%
3 year
12.40%
5 year
6.18%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
12.63%
Sharpe
0.62
Sortino
1.04
Max drawdown
-27.07%
Best month
10.97%
Worst month
-11.51%
Beta vs VTSAX
0.92
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.