Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.56%
3 year
16.62%
5 year
10.61%
10 year
12.77%
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.)
19.79%
Sharpe
0.90
Sortino
1.58
Max drawdown
-32.06%
Best month
16.60%
Worst month
-21.85%
Beta vs VTSAX
1.30
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.