Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.87%
3 year
11.30%
5 year
5.71%
10 year
—
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.)
9.96%
Sharpe
1.09
Sortino
1.90
Max drawdown
-15.72%
Best month
9.41%
Worst month
-7.12%
Beta vs VTSAX
0.66
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.