Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.76%
3 year
13.04%
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.)
13.85%
Sharpe
0.98
Sortino
1.80
Max drawdown
-12.18%
Best month
10.82%
Worst month
-9.16%
Beta vs VTSAX
1.00
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.