Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.37%
3 year
28.22%
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
51 months through April 30, 2026Volatility (ann.)
15.43%
Sharpe
1.53
Sortino
3.32
Max drawdown
-23.26%
Best month
13.53%
Worst month
-10.75%
Beta vs VTSAX
1.01
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.