Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.13%
3 year
16.48%
5 year
9.62%
10 year
11.69%
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.)
20.48%
Sharpe
1.01
Sortino
2.05
Max drawdown
-33.12%
Best month
18.63%
Worst month
-23.56%
Beta vs VTSAX
1.31
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.