Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.39%
3 year
14.69%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
51 months through April 30, 2026Volatility (ann.)
13.04%
Sharpe
0.91
Sortino
1.58
Max drawdown
-19.80%
Best month
11.08%
Worst month
-8.86%
Beta vs VTSAX
0.97
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.