Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.82%
3 year
43.10%
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
47 months through April 30, 2026Volatility (ann.)
27.46%
Sharpe
1.73
Sortino
4.67
Max drawdown
-18.47%
Best month
30.60%
Worst month
-12.67%
Beta vs VTSAX
1.34
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.