Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.08%
3 year
34.31%
5 year
17.34%
10 year
22.35%
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.)
20.28%
Sharpe
1.49
Sortino
3.47
Max drawdown
-32.45%
Best month
18.36%
Worst month
-11.83%
Beta vs VTSAX
1.20
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.