Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
15.70%
3 year
10.25%
5 year
6.08%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
75 months through Oct. 31, 2025Volatility (ann.)
12.20%
Sharpe
1.19
Sortino
2.34
Max drawdown
-7.48%
Best month
6.80%
Worst month
-5.76%
Beta vs VTSAX
0.76
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.