Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.12%
3 year
24.35%
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
45 months through April 30, 2026Volatility (ann.)
14.95%
Sharpe
1.80
Sortino
4.32
Max drawdown
-8.56%
Best month
11.08%
Worst month
-5.53%
Beta vs VTSAX
1.05
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.