Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
19.79%
3 year
5.45%
5 year
11.58%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
75 months through Sept. 30, 2025Volatility (ann.)
12.78%
Sharpe
1.69
Sortino
3.47
Max drawdown
-34.62%
Best month
9.37%
Worst month
-13.06%
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.