Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.52%
3 year
16.61%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
47 months through April 30, 2026Volatility (ann.)
16.14%
Sharpe
0.82
Sortino
1.39
Max drawdown
-13.63%
Best month
11.57%
Worst month
-9.77%
Beta vs VTSAX
1.20
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.