Average annual returns
Through 20241 year
0.27%
3 year
-11.48%
5 year
0.07%
10 year
6.43%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
69 months through Oct. 31, 2025Volatility (ann.)
19.35%
Sharpe
0.40
Sortino
0.68
Max drawdown
-53.94%
Best month
18.23%
Worst month
-18.05%
Beta vs VTSAX
1.23
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.