Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.34%
3 year
11.83%
5 year
5.64%
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
0.58
Sortino
0.96
Max drawdown
-27.35%
Best month
10.91%
Worst month
-11.56%
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.