Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.31%
3 year
21.97%
5 year
10.33%
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
65 months through April 30, 2026Volatility (ann.)
15.60%
Sharpe
1.06
Sortino
1.93
Max drawdown
-25.83%
Best month
9.49%
Worst month
-11.08%
Beta vs VTSAX
1.01
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.