Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.85%
3 year
7.36%
5 year
8.91%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
75 months through April 30, 2026Volatility (ann.)
9.66%
Sharpe
1.20
Sortino
2.30
Max drawdown
-11.74%
Best month
8.41%
Worst month
-5.33%
Beta vs VTSAX
0.34
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.