Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.33%
3 year
11.67%
5 year
4.33%
10 year
14.15%
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.)
19.73%
Sharpe
0.75
Sortino
1.28
Max drawdown
-28.42%
Best month
14.86%
Worst month
-14.70%
Beta vs VTSAX
1.32
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.