Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.62%
3 year
53.86%
5 year
25.72%
10 year
27.81%
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.)
41.04%
Sharpe
1.20
Sortino
2.43
Max drawdown
-62.55%
Best month
37.32%
Worst month
-47.36%
Beta vs VTSAX
2.93
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.