Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.41%
3 year
56.76%
5 year
17.80%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
34.69%
Sharpe
1.33
Sortino
2.99
Max drawdown
-61.09%
Best month
32.60%
Worst month
-25.98%
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.