Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.16%
3 year
11.22%
5 year
8.32%
10 year
7.17%
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.)
13.36%
Sharpe
1.14
Sortino
2.06
Max drawdown
-29.73%
Best month
14.43%
Worst month
-19.20%
Beta vs VTSAX
0.84
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.