Average annual returns
Through 20241 year
17.35%
3 year
7.87%
5 year
6.98%
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.)
13.21%
Sharpe
1.26
Sortino
2.25
Max drawdown
-20.68%
Best month
10.22%
Worst month
-10.66%
Beta vs VTSAX
0.63
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.