Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.53%
3 year
6.18%
5 year
2.93%
10 year
5.42%
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.)
14.61%
Sharpe
0.59
Sortino
1.00
Max drawdown
-15.56%
Best month
13.83%
Worst month
-9.46%
Beta vs VTSAX
0.81
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.