Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.99%
3 year
11.46%
5 year
14.61%
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.)
13.95%
Sharpe
0.93
Sortino
1.66
Max drawdown
-27.77%
Best month
16.69%
Worst month
-16.87%
Beta vs VTSAX
0.82
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.