Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.57%
3 year
7.44%
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.)
12.76%
Sharpe
0.96
Sortino
1.65
Max drawdown
-14.62%
Best month
7.10%
Worst month
-6.28%
Beta vs VTSAX
0.61
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.