Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.93%
3 year
21.56%
5 year
15.14%
10 year
18.17%
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.)
25.64%
Sharpe
0.85
Sortino
1.50
Max drawdown
-46.61%
Best month
28.86%
Worst month
-32.38%
Beta vs VTSAX
1.78
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.