Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.69%
3 year
30.85%
5 year
13.92%
10 year
16.51%
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.)
16.17%
Sharpe
1.41
Sortino
2.84
Max drawdown
-29.86%
Best month
14.45%
Worst month
-12.41%
Beta vs VTSAX
0.45
Correlation
0.36
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.