Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.85%
3 year
14.12%
5 year
9.89%
10 year
11.35%
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.)
18.50%
Sharpe
0.92
Sortino
1.71
Max drawdown
-33.06%
Best month
16.38%
Worst month
-24.00%
Beta vs VTSAX
1.25
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.