Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.67%
3 year
3.30%
5 year
7.42%
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
71 months through April 30, 2026Volatility (ann.)
16.40%
Sharpe
0.51
Sortino
0.81
Max drawdown
-29.87%
Best month
23.34%
Worst month
-10.98%
Beta vs VTSAX
0.99
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.