Average annual returns
Through 20241 year
12.91%
3 year
1.37%
5 year
8.49%
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
69 months through Sept. 30, 2025Volatility (ann.)
14.09%
Sharpe
1.36
Sortino
2.65
Max drawdown
-32.73%
Best month
14.95%
Worst month
-10.92%
Beta vs VTSAX
0.97
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.