Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.52%
3 year
7.43%
5 year
6.85%
10 year
7.62%
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.)
20.38%
Sharpe
0.59
Sortino
1.06
Max drawdown
-37.85%
Best month
19.06%
Worst month
-25.77%
Beta vs VTSAX
1.23
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.