Average annual returns
Through 20241 year
20.41%
3 year
5.97%
5 year
12.02%
10 year
12.29%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through Sept. 30, 2025Volatility (ann.)
12.81%
Sharpe
1.73
Sortino
3.60
Max drawdown
-34.40%
Best month
9.42%
Worst month
-13.03%
Beta vs VTSAX
0.07
Correlation
0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.