Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.65%
3 year
44.83%
5 year
17.75%
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.)
31.19%
Sharpe
1.17
Sortino
2.68
Max drawdown
-51.51%
Best month
30.58%
Worst month
-19.67%
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.