Average annual returns
Through 20241 year
19.16%
3 year
—
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
Risk statistics
33 months through Sept. 30, 2025Volatility (ann.)
13.02%
Sharpe
1.29
Sortino
2.35
Max drawdown
-9.43%
Best month
10.11%
Worst month
-6.05%
Beta vs VTSAX
0.95
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.