Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.59%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
30 months through April 30, 2026Volatility (ann.)
11.73%
Sharpe
1.63
Sortino
2.90
Max drawdown
-8.80%
Best month
6.64%
Worst month
-5.62%
Beta vs VTSAX
0.62
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.