Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.52%
3 year
8.70%
5 year
3.65%
10 year
7.84%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
19.10%
Sharpe
0.74
Sortino
1.37
Max drawdown
-28.40%
Best month
17.08%
Worst month
-19.76%
Beta vs VTSAX
1.18
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.