Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.37%
3 year
6.16%
5 year
0.92%
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.)
6.54%
Sharpe
0.81
Sortino
1.33
Max drawdown
-18.28%
Best month
5.05%
Worst month
-7.92%
Beta vs VTSAX
0.39
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.