Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.94%
3 year
10.43%
5 year
9.57%
10 year
9.82%
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.)
14.62%
Sharpe
0.94
Sortino
1.78
Max drawdown
-33.24%
Best month
15.66%
Worst month
-23.81%
Beta vs VTSAX
0.87
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.