Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.70%
3 year
19.19%
5 year
13.46%
10 year
13.50%
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.)
17.82%
Sharpe
1.31
Sortino
2.58
Max drawdown
-27.10%
Best month
16.43%
Worst month
-19.53%
Beta vs VTSAX
1.17
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.