Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.10%
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
33 months through April 30, 2026Volatility (ann.)
13.34%
Sharpe
1.28
Sortino
2.62
Max drawdown
-9.33%
Best month
9.93%
Worst month
-5.55%
Beta vs VTSAX
0.96
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.