Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.49%
3 year
14.24%
5 year
1.25%
10 year
9.51%
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.)
16.33%
Sharpe
0.79
Sortino
1.33
Max drawdown
-37.16%
Best month
15.95%
Worst month
-14.33%
Beta vs VTSAX
1.12
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.