Average annual returns
Through 20241 year
23.32%
3 year
10.79%
5 year
12.21%
10 year
10.13%
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.)
20.89%
Sharpe
1.18
Sortino
2.47
Max drawdown
-28.98%
Best month
14.37%
Worst month
-21.19%
Beta vs VTSAX
1.21
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.