Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.11%
3 year
15.70%
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.)
10.29%
Sharpe
1.44
Sortino
2.71
Max drawdown
-17.60%
Best month
7.34%
Worst month
-7.26%
Beta vs VTSAX
0.75
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.