Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.62%
3 year
—
5 year
—
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
38 months through April 30, 2026Volatility (ann.)
5.89%
Sharpe
1.32
Sortino
2.65
Max drawdown
-6.27%
Best month
5.19%
Worst month
-2.36%
Beta vs VTSAX
0.18
Correlation
0.39
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.