Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.12%
3 year
9.70%
5 year
8.01%
10 year
9.20%
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.)
21.15%
Sharpe
0.77
Sortino
1.53
Max drawdown
-41.79%
Best month
25.50%
Worst month
-28.36%
Beta vs VTSAX
1.13
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.