Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.74%
3 year
12.67%
5 year
10.42%
10 year
8.39%
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.)
13.39%
Sharpe
1.20
Sortino
1.94
Max drawdown
-19.25%
Best month
8.05%
Worst month
-11.16%
Beta vs VTSAX
0.81
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.