Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.56%
3 year
7.31%
5 year
1.99%
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.)
6.59%
Sharpe
0.98
Sortino
1.67
Max drawdown
-17.29%
Best month
5.20%
Worst month
-7.93%
Beta vs VTSAX
0.40
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.