Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.45%
3 year
31.12%
5 year
17.22%
10 year
18.57%
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.)
16.25%
Sharpe
1.61
Sortino
3.56
Max drawdown
-28.08%
Best month
15.65%
Worst month
-11.55%
Beta vs VTSAX
1.11
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.