Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.74%
3 year
21.40%
5 year
11.02%
10 year
14.78%
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.)
25.42%
Sharpe
1.08
Sortino
2.03
Max drawdown
-38.32%
Best month
24.17%
Worst month
-28.19%
Beta vs VTSAX
1.66
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.