Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.46%
3 year
12.50%
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
58 months through April 30, 2026Volatility (ann.)
20.62%
Sharpe
0.80
Sortino
1.39
Max drawdown
-23.25%
Best month
12.07%
Worst month
-10.99%
Beta vs VTSAX
1.31
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.