Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.63%
3 year
12.59%
5 year
13.61%
10 year
10.22%
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.)
15.98%
Sharpe
1.03
Sortino
1.93
Max drawdown
-41.62%
Best month
18.82%
Worst month
-28.52%
Beta vs VTSAX
0.95
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.