Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.31%
3 year
12.61%
5 year
10.29%
10 year
11.48%
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.)
13.99%
Sharpe
0.99
Sortino
1.76
Max drawdown
-26.59%
Best month
14.40%
Worst month
-17.86%
Beta vs VTSAX
0.96
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.