Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.99%
3 year
11.12%
5 year
10.82%
10 year
10.06%
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.)
16.50%
Sharpe
0.91
Sortino
1.74
Max drawdown
-37.94%
Best month
19.67%
Worst month
-25.89%
Beta vs VTSAX
0.98
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.