Average annual returns
Through 20251 year
9.30%
3 year
7.25%
5 year
1.83%
10 year
4.12%
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.)
6.33%
Sharpe
-7.52
Sortino
-2.49
Max drawdown
-98.95%
Best month
-0.97%
Worst month
-10.78%
Beta vs VTSAX
0.40
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.