Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
74.39%
3 year
12.34%
5 year
-12.72%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
61.56%
Sharpe
0.20
Sortino
0.34
Max drawdown
-80.51%
Best month
50.66%
Worst month
-45.25%
Beta vs VTSAX
2.33
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.