Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.27%
3 year
37.40%
5 year
20.24%
10 year
21.64%
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.)
26.79%
Sharpe
1.29
Sortino
2.61
Max drawdown
-45.84%
Best month
25.03%
Worst month
-29.64%
Beta vs VTSAX
1.93
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.