Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-6.16%
3 year
11.19%
5 year
-11.89%
10 year
-3.83%
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.)
67.99%
Sharpe
0.17
Sortino
0.30
Max drawdown
-89.40%
Best month
125.17%
Worst month
-68.67%
Beta vs VTSAX
4.39
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.