Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.21%
3 year
8.61%
5 year
7.66%
10 year
10.20%
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.)
18.41%
Sharpe
0.62
Sortino
1.02
Max drawdown
-27.97%
Best month
15.30%
Worst month
-15.29%
Beta vs VTSAX
0.99
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.