Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.87%
3 year
11.69%
5 year
11.62%
10 year
10.56%
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.)
14.03%
Sharpe
1.10
Sortino
1.99
Max drawdown
-34.34%
Best month
17.20%
Worst month
-22.60%
Beta vs VTSAX
0.82
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.