Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.60%
3 year
4.58%
5 year
1.74%
10 year
2.89%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
3.12%
Sharpe
1.62
Sortino
2.89
Max drawdown
-9.00%
Best month
4.10%
Worst month
-8.64%
Beta vs VTSAX
0.02
Correlation
0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.