Average annual returns
Through 20241 year
24.87%
3 year
-13.85%
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
52 months through April 30, 2025Volatility (ann.)
50.19%
Sharpe
0.12
Sortino
0.20
Max drawdown
-80.71%
Best month
37.31%
Worst month
-28.33%
Beta vs VTSAX
2.20
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.