Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.95%
3 year
46.30%
5 year
18.95%
10 year
27.78%
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.)
31.21%
Sharpe
1.21
Sortino
2.81
Max drawdown
-51.01%
Best month
30.69%
Worst month
-19.61%
Beta vs VTSAX
1.71
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.