Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.21%
3 year
8.07%
5 year
7.03%
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
75 months through April 30, 2026Volatility (ann.)
8.56%
Sharpe
1.34
Sortino
2.52
Max drawdown
-13.85%
Best month
7.24%
Worst month
-9.62%
Beta vs VTSAX
0.46
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.