Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.91%
3 year
14.38%
5 year
9.26%
10 year
10.97%
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.)
20.20%
Sharpe
1.01
Sortino
2.03
Max drawdown
-36.40%
Best month
19.22%
Worst month
-25.33%
Beta vs VTSAX
1.23
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.