Average annual returns
Through 20241 year
10.09%
3 year
5.82%
5 year
7.03%
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
66 months through July 31, 2025Volatility (ann.)
5.96%
Sharpe
1.72
Sortino
3.11
Max drawdown
-12.60%
Best month
6.47%
Worst month
-7.37%
Beta vs VTSAX
0.35
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.