Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.45%
3 year
19.24%
5 year
13.01%
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
69 months through April 30, 2026Volatility (ann.)
12.45%
Sharpe
1.48
Sortino
2.90
Max drawdown
-23.75%
Best month
11.11%
Worst month
-8.88%
Beta vs VTSAX
0.91
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.