Average annual returns
Through 20251 year
12.49%
3 year
11.23%
5 year
4.98%
10 year
7.08%
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.)
9.48%
Sharpe
-4.75
Sortino
-2.35
Max drawdown
-98.72%
Best month
1.50%
Worst month
-13.75%
Beta vs VTSAX
0.63
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.