Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.97%
3 year
34.32%
5 year
11.00%
10 year
12.72%
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.)
14.72%
Sharpe
1.83
Sortino
3.70
Max drawdown
-44.49%
Best month
15.07%
Worst month
-14.84%
Beta vs VTSAX
0.99
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.