Average annual returns
Through 20241 year
24.20%
3 year
7.96%
5 year
13.84%
10 year
12.17%
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 July 31, 2025Volatility (ann.)
15.02%
Sharpe
1.12
Sortino
1.94
Max drawdown
-24.02%
Best month
13.15%
Worst month
-12.33%
Beta vs VTSAX
0.95
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.