Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.28%
3 year
9.23%
5 year
9.44%
10 year
10.82%
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.)
22.94%
Sharpe
0.68
Sortino
1.10
Max drawdown
-30.22%
Best month
15.79%
Worst month
-17.69%
Beta vs VTSAX
0.81
Correlation
0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.