Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.22%
3 year
13.68%
5 year
12.75%
10 year
12.54%
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.)
17.50%
Sharpe
0.99
Sortino
2.06
Max drawdown
-29.75%
Best month
16.30%
Worst month
-22.95%
Beta vs VTSAX
1.03
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.