Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
48.72%
3 year
40.93%
5 year
8.74%
10 year
20.39%
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.)
30.13%
Sharpe
1.36
Sortino
2.76
Max drawdown
-52.55%
Best month
25.87%
Worst month
-16.06%
Beta vs VTSAX
1.73
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.