Average annual returns
Through 20241 year
26.04%
3 year
12.54%
5 year
14.20%
10 year
11.87%
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 Aug. 31, 2025Volatility (ann.)
17.21%
Sharpe
-1.86
Sortino
-1.72
Max drawdown
-95.64%
Best month
9.56%
Worst month
-20.29%
Beta vs VTSAX
0.95
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.