Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.37%
3 year
10.05%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
50 months through April 30, 2026Volatility (ann.)
7.48%
Sharpe
1.21
Sortino
2.10
Max drawdown
-14.18%
Best month
5.83%
Worst month
-5.73%
Beta vs VTSAX
0.52
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.