Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.57%
3 year
35.09%
5 year
-9.01%
10 year
15.02%
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.)
41.01%
Sharpe
0.69
Sortino
1.35
Max drawdown
-77.08%
Best month
31.56%
Worst month
-28.79%
Beta vs VTSAX
2.59
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.