Average annual returns
Through 20241 year
2.13%
3 year
—
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
38 months through July 31, 2025Volatility (ann.)
6.47%
Sharpe
0.26
Sortino
0.37
Max drawdown
-8.70%
Best month
4.14%
Worst month
-6.03%
Beta vs VTSAX
0.31
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.