Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.13%
3 year
14.13%
5 year
5.45%
10 year
10.33%
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.)
50.85%
Sharpe
0.45
Sortino
0.78
Max drawdown
-75.77%
Best month
46.83%
Worst month
-63.61%
Beta vs VTSAX
3.43
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.