Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.72%
3 year
18.70%
5 year
11.57%
10 year
—
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.)
17.48%
Sharpe
1.11
Sortino
2.16
Max drawdown
-29.86%
Best month
15.73%
Worst month
-13.88%
Beta vs VTSAX
1.18
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.