Average annual returns
Through 20251 year
6.70%
3 year
4.93%
5 year
4.00%
10 year
6.59%
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.)
6.84%
Sharpe
-6.97
Sortino
-2.46
Max drawdown
-98.82%
Best month
1.31%
Worst month
-12.90%
Beta vs VTSAX
0.42
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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