Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.78%
3 year
17.51%
5 year
14.04%
10 year
12.81%
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.)
15.30%
Sharpe
1.20
Sortino
2.27
Max drawdown
-29.20%
Best month
16.50%
Worst month
-17.92%
Beta vs VTSAX
1.02
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.