Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.86%
3 year
11.81%
5 year
9.56%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
75 months through April 30, 2026Volatility (ann.)
13.43%
Sharpe
1.13
Sortino
1.80
Max drawdown
-19.37%
Best month
8.03%
Worst month
-11.33%
Beta vs VTSAX
0.81
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.