Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.35%
3 year
35.99%
5 year
22.76%
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
81 months through April 30, 2026Volatility (ann.)
51.80%
Sharpe
0.96
Sortino
1.86
Max drawdown
-72.24%
Best month
53.06%
Worst month
-60.70%
Beta vs VTSAX
3.37
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.