Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.37%
3 year
6.65%
5 year
6.66%
10 year
9.60%
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.)
14.04%
Sharpe
0.36
Sortino
0.57
Max drawdown
-15.21%
Best month
13.36%
Worst month
-7.88%
Beta vs VTSAX
0.66
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.