Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.91%
3 year
17.71%
5 year
7.09%
10 year
12.47%
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.)
19.65%
Sharpe
1.00
Sortino
1.82
Max drawdown
-29.68%
Best month
13.72%
Worst month
-17.47%
Beta vs VTSAX
1.38
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.