Average annual returns
Through 20241 year
22.87%
3 year
1.25%
5 year
11.90%
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.)
16.39%
Sharpe
1.16
Sortino
2.40
Max drawdown
-41.75%
Best month
14.63%
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.