Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.40%
3 year
9.86%
5 year
9.52%
10 year
10.43%
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.)
15.02%
Sharpe
0.94
Sortino
1.56
Max drawdown
-19.04%
Best month
10.20%
Worst month
-11.17%
Beta vs VTSAX
0.55
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.