Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.78%
3 year
30.00%
5 year
21.00%
10 year
10.60%
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
75 months through April 30, 2026Volatility (ann.)
15.67%
Sharpe
1.72
Sortino
3.87
Max drawdown
-17.87%
Best month
14.48%
Worst month
-10.61%
Beta vs VTSAX
0.95
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.