Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.28%
3 year
21.01%
5 year
12.51%
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
77 months through April 30, 2026Volatility (ann.)
14.30%
Sharpe
1.32
Sortino
2.74
Max drawdown
-25.60%
Best month
13.33%
Worst month
-10.32%
Beta vs VTSAX
0.98
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.