Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.44%
3 year
9.35%
5 year
13.41%
10 year
5.02%
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.)
13.12%
Sharpe
1.11
Sortino
2.11
Max drawdown
-17.30%
Best month
9.08%
Worst month
-11.96%
Beta vs VTSAX
0.56
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.