Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.90%
3 year
13.75%
5 year
11.94%
10 year
—
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.)
12.90%
Sharpe
1.20
Sortino
2.26
Max drawdown
-28.87%
Best month
17.26%
Worst month
-17.64%
Beta vs VTSAX
0.75
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.