Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.68%
3 year
58.34%
5 year
18.98%
10 year
29.63%
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.)
34.71%
Sharpe
1.37
Sortino
3.11
Max drawdown
-60.69%
Best month
32.71%
Worst month
-25.92%
Beta vs VTSAX
2.13
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.