Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.49%
3 year
15.18%
5 year
8.75%
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.)
17.89%
Sharpe
0.98
Sortino
1.89
Max drawdown
-25.39%
Best month
12.37%
Worst month
-9.51%
Beta vs VTSAX
1.10
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.