Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.68%
3 year
15.36%
5 year
8.83%
10 year
15.90%
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.)
14.83%
Sharpe
1.34
Sortino
2.73
Max drawdown
-29.73%
Best month
13.75%
Worst month
-9.53%
Beta vs VTSAX
1.01
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.