Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
53.74%
3 year
99.30%
5 year
44.11%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
50.33%
Sharpe
1.92
Sortino
5.20
Max drawdown
-60.89%
Best month
43.77%
Worst month
-26.89%
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.