Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.83%
3 year
10.82%
5 year
3.54%
10 year
7.10%
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.)
20.36%
Sharpe
0.75
Sortino
1.36
Max drawdown
-31.25%
Best month
18.24%
Worst month
-22.15%
Beta vs VTSAX
1.33
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.