Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.21%
3 year
16.37%
5 year
11.85%
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.)
15.02%
Sharpe
1.21
Sortino
2.11
Max drawdown
-26.61%
Best month
16.68%
Worst month
-15.87%
Beta vs VTSAX
0.93
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.