Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.55%
3 year
25.27%
5 year
12.63%
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.)
17.16%
Sharpe
1.48
Sortino
3.48
Max drawdown
-30.44%
Best month
18.03%
Worst month
-12.84%
Beta vs VTSAX
1.08
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.