Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.48%
3 year
9.47%
5 year
8.98%
10 year
8.75%
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.)
17.25%
Sharpe
0.69
Sortino
1.24
Max drawdown
-35.32%
Best month
16.39%
Worst month
-24.24%
Beta vs VTSAX
1.12
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.