Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.41%
3 year
22.30%
5 year
12.78%
10 year
11.94%
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.)
15.14%
Sharpe
1.18
Sortino
2.22
Max drawdown
-25.44%
Best month
14.23%
Worst month
-9.09%
Beta vs VTSAX
1.10
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.