Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.90%
3 year
12.42%
5 year
3.81%
10 year
8.63%
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.)
19.32%
Sharpe
0.78
Sortino
1.39
Max drawdown
-33.48%
Best month
13.56%
Worst month
-12.32%
Beta vs VTSAX
1.31
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.