Average annual returns
Through 20241 year
7.08%
3 year
0.81%
5 year
6.43%
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
60 months through Sept. 30, 2025Volatility (ann.)
8.98%
Sharpe
1.22
Sortino
2.02
Max drawdown
-20.69%
Best month
7.49%
Worst month
-8.32%
Beta vs VTSAX
0.51
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.