Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.94%
3 year
37.22%
5 year
0.43%
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
79 months through April 30, 2026Volatility (ann.)
30.25%
Sharpe
0.98
Sortino
1.87
Max drawdown
-65.69%
Best month
22.90%
Worst month
-22.69%
Beta vs VTSAX
1.86
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.