Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.67%
3 year
22.68%
5 year
8.27%
10 year
13.92%
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.)
19.33%
Sharpe
0.89
Sortino
1.69
Max drawdown
-35.22%
Best month
21.95%
Worst month
-16.17%
Beta vs VTSAX
1.33
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.