Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.03%
3 year
8.41%
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
57 months through April 30, 2026Volatility (ann.)
6.88%
Sharpe
1.08
Sortino
1.84
Max drawdown
-19.91%
Best month
5.62%
Worst month
-6.25%
Beta vs VTSAX
0.39
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.