Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.54%
3 year
22.79%
5 year
11.34%
10 year
14.65%
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.)
18.52%
Sharpe
1.04
Sortino
2.12
Max drawdown
-31.46%
Best month
16.69%
Worst month
-15.71%
Beta vs VTSAX
1.29
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.