Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.38%
3 year
48.59%
5 year
12.34%
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.)
19.91%
Sharpe
1.63
Sortino
3.27
Max drawdown
-61.00%
Best month
22.35%
Worst month
-20.96%
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.