Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.51%
3 year
16.59%
5 year
14.65%
10 year
12.55%
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.)
18.28%
Sharpe
1.08
Sortino
2.16
Max drawdown
-36.22%
Best month
15.93%
Worst month
-27.40%
Beta vs VTSAX
1.15
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.