Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.64%
3 year
9.90%
5 year
4.35%
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
81 months through April 30, 2026Volatility (ann.)
17.23%
Sharpe
0.65
Sortino
1.16
Max drawdown
-28.21%
Best month
15.89%
Worst month
-11.86%
Beta vs VTSAX
1.14
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.