Average annual returns
Through 20251 year
15.16%
3 year
80.43%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
53 months through April 30, 2026Volatility (ann.)
56.97%
Sharpe
0.87
Sortino
1.65
Max drawdown
-73.41%
Best month
50.57%
Worst month
-40.50%
Beta vs VTSAX
0.71
Correlation
0.16
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.