Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.94%
3 year
49.53%
5 year
-0.74%
10 year
—
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.)
38.92%
Sharpe
0.84
Sortino
1.73
Max drawdown
-74.07%
Best month
30.33%
Worst month
-26.86%
Beta vs VTSAX
2.44
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.