Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.69%
3 year
50.10%
5 year
13.46%
10 year
18.02%
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.)
19.92%
Sharpe
1.70
Sortino
3.45
Max drawdown
-60.50%
Best month
22.46%
Worst month
-20.89%
Beta vs VTSAX
1.36
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.