Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.64%
3 year
13.44%
5 year
12.25%
10 year
10.16%
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.)
15.17%
Sharpe
1.13
Sortino
1.96
Max drawdown
-16.86%
Best month
11.79%
Worst month
-11.66%
Beta vs VTSAX
0.57
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.