Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
41.43%
3 year
8.35%
5 year
5.84%
10 year
5.37%
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.)
30.13%
Sharpe
0.40
Sortino
0.68
Max drawdown
-36.40%
Best month
22.43%
Worst month
-14.95%
Beta vs VTSAX
1.18
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.