Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.22%
3 year
—
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
33 months through April 30, 2026Volatility (ann.)
14.44%
Sharpe
1.34
Sortino
2.81
Max drawdown
-11.43%
Best month
10.72%
Worst month
-6.05%
Beta vs VTSAX
0.85
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.