Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
23.12%
3 year
1.50%
5 year
12.17%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
69 months through Sept. 30, 2025Volatility (ann.)
16.35%
Sharpe
1.18
Sortino
2.45
Max drawdown
-41.58%
Best month
14.74%
Worst month
-12.94%
Beta vs VTSAX
1.02
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.