Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.08%
3 year
18.62%
5 year
9.69%
10 year
13.39%
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.)
12.13%
Sharpe
1.24
Sortino
2.54
Max drawdown
-16.54%
Best month
11.10%
Worst month
-11.39%
Beta vs VTSAX
0.63
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.