Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.00%
3 year
36.73%
5 year
25.80%
10 year
21.10%
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.)
46.38%
Sharpe
0.76
Sortino
1.45
Max drawdown
-75.10%
Best month
51.98%
Worst month
-65.01%
Beta vs VTSAX
2.87
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.