Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.86%
3 year
12.86%
5 year
4.09%
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.)
62.25%
Sharpe
0.29
Sortino
0.49
Max drawdown
-73.73%
Best month
45.37%
Worst month
-57.71%
Beta vs VTSAX
4.20
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.