Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.33%
3 year
21.52%
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
42 months through April 30, 2026Volatility (ann.)
15.95%
Sharpe
1.40
Sortino
2.91
Max drawdown
-9.07%
Best month
13.16%
Worst month
-6.78%
Beta vs VTSAX
1.09
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.