Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.39%
3 year
24.70%
5 year
16.83%
10 year
14.02%
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.)
22.56%
Sharpe
0.94
Sortino
1.84
Max drawdown
-42.96%
Best month
22.09%
Worst month
-32.09%
Beta vs VTSAX
1.40
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.