Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-6.92%
3 year
9.79%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
50 months through April 30, 2026Volatility (ann.)
16.59%
Sharpe
0.66
Sortino
1.16
Max drawdown
-22.49%
Best month
11.72%
Worst month
-9.84%
Beta vs VTSAX
1.11
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.