Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.97%
3 year
10.95%
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
43 months through April 30, 2026Volatility (ann.)
16.80%
Sharpe
0.77
Sortino
1.31
Max drawdown
-14.95%
Best month
10.49%
Worst month
-7.78%
Beta vs VTSAX
1.18
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.