Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.97%
3 year
10.66%
5 year
6.46%
10 year
7.23%
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
75 months through April 30, 2026Volatility (ann.)
8.29%
Sharpe
1.61
Sortino
3.23
Max drawdown
-15.62%
Best month
8.05%
Worst month
-10.96%
Beta vs VTSAX
0.46
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.