Average annual returns
Through 20241 year
14.24%
3 year
5.32%
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
54 months through June 30, 2025Volatility (ann.)
16.21%
Sharpe
1.00
Sortino
1.96
Max drawdown
-22.15%
Best month
10.79%
Worst month
-10.39%
Beta vs VTSAX
0.88
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.