Average annual returns
Through 20241 year
8.16%
3 year
0.79%
5 year
3.37%
10 year
3.80%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
27 months through Jan. 31, 2025Volatility (ann.)
8.72%
Sharpe
0.90
Sortino
1.66
Max drawdown
-7.04%
Best month
6.75%
Worst month
-3.83%
Beta vs VTSAX
0.45
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.