Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.95%
3 year
19.79%
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
49 months through April 30, 2026Volatility (ann.)
13.53%
Sharpe
1.30
Sortino
2.50
Max drawdown
-15.80%
Best month
9.67%
Worst month
-10.13%
Beta vs VTSAX
0.47
Correlation
0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.