Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.21%
3 year
22.63%
5 year
8.70%
10 year
17.98%
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.)
20.00%
Sharpe
1.18
Sortino
2.41
Max drawdown
-34.45%
Best month
16.77%
Worst month
-12.87%
Beta vs VTSAX
1.23
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.