Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.47%
3 year
18.24%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
59 months through April 30, 2026Volatility (ann.)
19.35%
Sharpe
0.82
Sortino
1.52
Max drawdown
-39.30%
Best month
12.25%
Worst month
-13.68%
Beta vs VTSAX
1.32
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.