Average annual returns
Through 20251 year
2.89%
3 year
80.23%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
55 months through April 30, 2026Volatility (ann.)
60.75%
Sharpe
0.77
Sortino
1.47
Max drawdown
-85.67%
Best month
55.28%
Worst month
-40.16%
Beta vs VTSAX
3.54
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.