Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.89%
3 year
39.93%
5 year
1.43%
10 year
15.62%
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.)
30.21%
Sharpe
0.96
Sortino
1.80
Max drawdown
-68.60%
Best month
29.86%
Worst month
-25.53%
Beta vs VTSAX
1.77
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.