Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.77%
3 year
15.04%
5 year
1.04%
10 year
8.42%
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.)
41.11%
Sharpe
0.59
Sortino
1.07
Max drawdown
-57.61%
Best month
38.96%
Worst month
-45.30%
Beta vs VTSAX
2.65
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.