Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.52%
3 year
11.48%
5 year
5.13%
10 year
8.41%
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.)
16.75%
Sharpe
0.85
Sortino
1.50
Max drawdown
-26.54%
Best month
13.82%
Worst month
-17.02%
Beta vs VTSAX
1.13
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.