Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.20%
3 year
20.00%
5 year
9.72%
10 year
13.02%
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.)
18.05%
Sharpe
1.25
Sortino
2.43
Max drawdown
-28.75%
Best month
13.93%
Worst month
-16.52%
Beta vs VTSAX
1.30
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.