Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.16%
3 year
15.12%
5 year
12.27%
10 year
10.31%
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.)
12.48%
Sharpe
1.14
Sortino
2.01
Max drawdown
-19.39%
Best month
10.88%
Worst month
-12.00%
Beta vs VTSAX
0.88
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.