Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
55.26%
3 year
101.31%
5 year
45.57%
10 year
42.38%
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.)
50.35%
Sharpe
1.96
Sortino
5.35
Max drawdown
-60.55%
Best month
43.85%
Worst month
-26.83%
Beta vs VTSAX
2.51
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.