Average annual returns
Through 20241 year
25.34%
3 year
6.72%
5 year
11.62%
10 year
10.81%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
63 months through April 30, 2025Volatility (ann.)
16.60%
Sharpe
0.61
Sortino
0.99
Max drawdown
-26.51%
Best month
10.72%
Worst month
-9.46%
Beta vs VTSAX
0.97
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.