Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.09%
3 year
12.57%
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.)
8.54%
Sharpe
1.37
Sortino
2.47
Max drawdown
-15.25%
Best month
6.43%
Worst month
-6.36%
Beta vs VTSAX
0.61
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.