Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.66%
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
2024 onward derived from N-PORT monthly returnsRisk statistics
38 months through April 30, 2026Volatility (ann.)
13.01%
Sharpe
1.58
Sortino
3.28
Max drawdown
-8.62%
Best month
9.91%
Worst month
-5.33%
Beta vs VTSAX
0.95
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.