Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.00%
3 year
20.53%
5 year
12.18%
10 year
12.59%
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.)
13.17%
Sharpe
1.46
Sortino
3.01
Max drawdown
-25.07%
Best month
12.59%
Worst month
-12.63%
Beta vs VTSAX
0.96
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.