Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
26.52%
3 year
12.97%
5 year
14.64%
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
72 months through Aug. 31, 2025Volatility (ann.)
15.77%
Sharpe
1.48
Sortino
2.92
Max drawdown
-25.30%
Best month
16.28%
Worst month
-15.38%
Beta vs VTSAX
0.99
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.