Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.44%
3 year
17.87%
5 year
7.85%
10 year
13.41%
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.)
14.88%
Sharpe
1.10
Sortino
2.18
Max drawdown
-28.91%
Best month
13.88%
Worst month
-10.56%
Beta vs VTSAX
1.03
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.