Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.22%
3 year
26.97%
5 year
13.02%
10 year
14.85%
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.)
16.16%
Sharpe
1.53
Sortino
3.24
Max drawdown
-31.33%
Best month
14.51%
Worst month
-12.59%
Beta vs VTSAX
1.04
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.