Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
30.10%
3 year
7.44%
5 year
16.86%
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
75 months through Nov. 30, 2025Volatility (ann.)
20.84%
Sharpe
1.45
Sortino
2.82
Max drawdown
-40.09%
Best month
15.17%
Worst month
-14.20%
Beta vs VTSAX
1.32
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.