Average annual returns
Through 20241 year
22.32%
3 year
10.68%
5 year
12.77%
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.)
15.38%
Sharpe
1.21
Sortino
2.14
Max drawdown
-21.26%
Best month
12.15%
Worst month
-10.40%
Beta vs VTSAX
0.92
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.