Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
47.80%
3 year
10.38%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
45 months through Sept. 30, 2025Volatility (ann.)
23.48%
Sharpe
1.66
Sortino
3.49
Max drawdown
-44.31%
Best month
16.46%
Worst month
-15.31%
Beta vs VTSAX
1.29
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.