Average annual returns
Through 20251 year
14.57%
3 year
84.84%
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
60 months through March 31, 2026Volatility (ann.)
68.14%
Sharpe
0.72
Sortino
1.29
Max drawdown
-91.62%
Best month
64.13%
Worst month
-41.09%
Beta vs VTSAX
4.13
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.