Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.25%
3 year
24.86%
5 year
17.04%
10 year
16.25%
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.)
13.90%
Sharpe
1.76
Sortino
3.92
Max drawdown
-22.11%
Best month
15.79%
Worst month
-14.38%
Beta vs VTSAX
1.02
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.