Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.61%
3 year
29.23%
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
47 months through April 30, 2026Volatility (ann.)
17.91%
Sharpe
1.33
Sortino
2.80
Max drawdown
-15.40%
Best month
13.21%
Worst month
-9.79%
Beta vs VTSAX
1.16
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.