Average annual returns
Through 20241 year
10.10%
3 year
-0.48%
5 year
4.77%
10 year
6.08%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through June 30, 2025Volatility (ann.)
16.78%
Sharpe
0.50
Sortino
0.85
Max drawdown
-26.47%
Best month
10.91%
Worst month
-16.86%
Beta vs VTSAX
0.97
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.