Average annual returns
Through 20241 year
36.56%
3 year
9.04%
5 year
16.80%
10 year
14.73%
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 June 30, 2025Volatility (ann.)
18.72%
Sharpe
1.29
Sortino
2.27
Max drawdown
-41.24%
Best month
14.30%
Worst month
-11.65%
Beta vs VTSAX
-0.12
Correlation
-0.11
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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