Average annual returns
Through 20251 year
63.80%
3 year
16.87%
5 year
-4.34%
10 year
3.33%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through April 30, 2026Volatility (ann.)
34.54%
Sharpe
0.73
Sortino
1.43
Max drawdown
-67.19%
Best month
25.14%
Worst month
-22.38%
Beta vs VTSAX
1.32
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.