Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-7.12%
3 year
47.20%
5 year
0.02%
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.)
58.62%
Sharpe
0.48
Sortino
0.90
Max drawdown
-83.27%
Best month
61.27%
Worst month
-50.99%
Beta vs VTSAX
3.89
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.