Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.93%
3 year
6.74%
5 year
1.50%
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.)
6.50%
Sharpe
0.91
Sortino
1.52
Max drawdown
-17.81%
Best month
5.10%
Worst month
-8.02%
Beta vs VTSAX
0.39
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.