Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.04%
3 year
10.35%
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
40 months through April 30, 2026Volatility (ann.)
16.72%
Sharpe
0.75
Sortino
1.39
Max drawdown
-16.59%
Best month
10.75%
Worst month
-6.60%
Beta vs VTSAX
0.97
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.