Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.36%
3 year
10.71%
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
53 months through April 30, 2026Volatility (ann.)
14.13%
Sharpe
0.97
Sortino
1.73
Max drawdown
-14.41%
Best month
11.46%
Worst month
-12.79%
Beta vs VTSAX
0.73
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.