Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.47%
3 year
13.07%
5 year
8.87%
10 year
6.74%
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.)
6.63%
Sharpe
1.74
Sortino
2.94
Max drawdown
-22.33%
Best month
8.63%
Worst month
-14.92%
Beta vs VTSAX
0.40
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.