Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-6.53%
3 year
-21.90%
5 year
-14.51%
10 year
-15.80%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
87.36%
Sharpe
0.25
Sortino
0.50
Max drawdown
-95.45%
Best month
63.93%
Worst month
-79.70%
Beta vs VTSAX
4.22
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.