Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.26%
3 year
16.90%
5 year
7.62%
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
75 months through April 30, 2026Volatility (ann.)
15.25%
Sharpe
0.89
Sortino
1.56
Max drawdown
-29.65%
Best month
12.83%
Worst month
-10.00%
Beta vs VTSAX
1.10
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.