Average annual returns
Through 20251 year
11.13%
3 year
9.47%
5 year
3.67%
10 year
5.85%
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.)
7.94%
Sharpe
-5.82
Sortino
-2.43
Max drawdown
-98.82%
Best month
-0.25%
Worst month
-11.71%
Beta vs VTSAX
0.52
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.