Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.43%
3 year
—
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
2024 onward derived from N-PORT monthly returnsRisk statistics
30 months through April 30, 2026Volatility (ann.)
16.95%
Sharpe
0.75
Sortino
1.33
Max drawdown
-21.02%
Best month
9.22%
Worst month
-7.64%
Beta vs VTSAX
0.78
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.