Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.76%
3 year
10.82%
5 year
11.07%
10 year
9.50%
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.)
18.82%
Sharpe
0.71
Sortino
1.34
Max drawdown
-41.23%
Best month
19.73%
Worst month
-29.71%
Beta vs VTSAX
1.14
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.