Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.89%
3 year
19.56%
5 year
15.17%
10 year
12.96%
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.)
15.97%
Sharpe
1.22
Sortino
2.59
Max drawdown
-33.09%
Best month
16.37%
Worst month
-22.77%
Beta vs VTSAX
1.02
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.