Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.00%
3 year
15.28%
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.)
13.05%
Sharpe
0.95
Sortino
1.67
Max drawdown
-19.51%
Best month
11.18%
Worst month
-8.73%
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.