Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.29%
3 year
5.46%
5 year
1.25%
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.)
16.35%
Sharpe
0.46
Sortino
0.72
Max drawdown
-33.93%
Best month
10.95%
Worst month
-20.44%
Beta vs VTSAX
0.88
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.