Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.50%
3 year
38.95%
5 year
21.50%
10 year
23.20%
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.)
26.80%
Sharpe
1.35
Sortino
2.74
Max drawdown
-45.51%
Best month
25.22%
Worst month
-28.90%
Beta vs VTSAX
1.93
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.