Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.38%
3 year
27.17%
5 year
5.38%
10 year
12.86%
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.)
28.42%
Sharpe
0.72
Sortino
1.35
Max drawdown
-45.64%
Best month
25.81%
Worst month
-19.85%
Beta vs VTSAX
1.90
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.