Average annual returns
Through 20241 year
16.80%
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
33 months through Sept. 30, 2025Volatility (ann.)
13.92%
Sharpe
0.00
Sortino
-0.01
Max drawdown
-18.14%
Best month
12.39%
Worst month
-7.76%
Beta vs VTSAX
0.59
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.