Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.36%
3 year
68.71%
5 year
-15.03%
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
78 months through April 30, 2026Volatility (ann.)
61.97%
Sharpe
0.71
Sortino
1.35
Max drawdown
-93.66%
Best month
62.97%
Worst month
-46.70%
Beta vs VTSAX
3.63
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.