Average annual returns
Through 20241 year
19.07%
3 year
6.61%
5 year
9.87%
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
72 months through June 30, 2025Volatility (ann.)
12.97%
Sharpe
1.21
Sortino
2.11
Max drawdown
-18.54%
Best month
9.34%
Worst month
-7.43%
Beta vs VTSAX
0.70
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.