Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.98%
3 year
15.06%
5 year
9.11%
10 year
9.74%
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.)
9.82%
Sharpe
1.50
Sortino
3.00
Max drawdown
-18.81%
Best month
9.82%
Worst month
-9.97%
Beta vs VTSAX
0.71
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.