Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.07%
3 year
20.84%
5 year
11.08%
10 year
13.30%
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.)
17.01%
Sharpe
1.35
Sortino
2.73
Max drawdown
-28.49%
Best month
13.63%
Worst month
-13.71%
Beta vs VTSAX
1.21
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.