Average annual returns
Through 20251 year
72.17%
3 year
104.89%
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
50 months through March 31, 2026Volatility (ann.)
80.18%
Sharpe
0.70
Sortino
1.30
Max drawdown
-83.00%
Best month
96.97%
Worst month
-36.94%
Beta vs VTSAX
4.70
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.