Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.62%
3 year
14.08%
5 year
8.26%
10 year
11.90%
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.)
33.62%
Sharpe
0.59
Sortino
1.01
Max drawdown
-56.13%
Best month
29.73%
Worst month
-42.83%
Beta vs VTSAX
2.28
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.