Average annual returns
Through 20241 year
25.34%
3 year
6.73%
5 year
17.53%
10 year
12.94%
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 July 31, 2025Volatility (ann.)
19.30%
Sharpe
-1.72
Sortino
-1.59
Max drawdown
-92.55%
Best month
11.59%
Worst month
-16.93%
Beta vs VTSAX
1.14
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.