Average annual returns
Through 20241 year
15.97%
3 year
5.19%
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
49 months through March 31, 2025Volatility (ann.)
18.13%
Sharpe
0.32
Sortino
0.52
Max drawdown
-23.24%
Best month
10.48%
Worst month
-8.51%
Beta vs VTSAX
1.00
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.