Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.05%
3 year
9.05%
5 year
8.34%
10 year
6.62%
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.)
11.65%
Sharpe
1.14
Sortino
2.01
Max drawdown
-14.62%
Best month
7.50%
Worst month
-7.32%
Beta vs VTSAX
0.62
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.