Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.74%
3 year
21.98%
5 year
12.62%
10 year
13.93%
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.)
14.86%
Sharpe
1.35
Sortino
2.76
Max drawdown
-28.21%
Best month
12.46%
Worst month
-11.31%
Beta vs VTSAX
1.04
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.