Average annual returns
Through 20241 year
13.03%
3 year
—
5 year
—
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
41 months through July 31, 2025Volatility (ann.)
17.86%
Sharpe
0.75
Sortino
1.33
Max drawdown
-24.93%
Best month
13.58%
Worst month
-10.64%
Beta vs VTSAX
1.04
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.