Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.34%
3 year
20.75%
5 year
9.74%
10 year
12.52%
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.)
20.91%
Sharpe
1.24
Sortino
2.46
Max drawdown
-29.88%
Best month
18.24%
Worst month
-22.37%
Beta vs VTSAX
1.37
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.