Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.35%
3 year
29.56%
5 year
10.67%
10 year
15.31%
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
75 months through April 30, 2026Volatility (ann.)
17.48%
Sharpe
1.25
Sortino
2.48
Max drawdown
-37.08%
Best month
12.83%
Worst month
-13.79%
Beta vs VTSAX
1.18
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.