Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.47%
3 year
13.81%
5 year
7.80%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
13.86%
Sharpe
1.03
Sortino
1.92
Max drawdown
-25.91%
Best month
11.21%
Worst month
-10.42%
Beta vs VTSAX
1.00
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.