Average annual returns
Through 20251 year
6.41%
3 year
6.35%
5 year
8.35%
10 year
7.71%
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.)
8.23%
Sharpe
-5.77
Sortino
-2.40
Max drawdown
-98.41%
Best month
6.66%
Worst month
-18.11%
Beta vs VTSAX
0.42
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.