Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
48.00%
3 year
15.59%
5 year
10.61%
10 year
8.28%
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
81 months through April 30, 2026Volatility (ann.)
36.57%
Sharpe
0.54
Sortino
0.97
Max drawdown
-43.62%
Best month
27.64%
Worst month
-16.64%
Beta vs VTSAX
1.85
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.