Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.75%
3 year
57.25%
5 year
1.05%
10 year
22.84%
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.)
38.53%
Sharpe
1.12
Sortino
2.33
Max drawdown
-75.39%
Best month
29.06%
Worst month
-26.49%
Beta vs VTSAX
2.40
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.