Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.33%
3 year
15.21%
5 year
12.96%
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
71 months through April 30, 2026Volatility (ann.)
14.08%
Sharpe
1.23
Sortino
2.14
Max drawdown
-22.96%
Best month
14.31%
Worst month
-9.98%
Beta vs VTSAX
1.00
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.