Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.97%
3 year
15.49%
5 year
11.46%
10 year
12.05%
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.)
14.30%
Sharpe
1.33
Sortino
2.57
Max drawdown
-26.64%
Best month
15.27%
Worst month
-18.06%
Beta vs VTSAX
1.00
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.