Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.91%
3 year
40.02%
5 year
20.43%
10 year
18.31%
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.)
16.66%
Sharpe
2.39
Sortino
5.60
Max drawdown
-34.90%
Best month
16.57%
Worst month
-17.16%
Beta vs VTSAX
1.24
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.