Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.10%
3 year
7.83%
5 year
11.77%
10 year
11.63%
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
75 months through April 30, 2026Volatility (ann.)
17.26%
Sharpe
0.77
Sortino
1.37
Max drawdown
-32.80%
Best month
20.55%
Worst month
-25.47%
Beta vs VTSAX
0.98
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.