Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.42%
3 year
9.24%
5 year
3.36%
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.)
7.89%
Sharpe
1.08
Sortino
1.83
Max drawdown
-20.01%
Best month
6.33%
Worst month
-10.79%
Beta vs VTSAX
0.53
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.