Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
7.37%
3 year
2.84%
5 year
1.73%
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
74 months through Oct. 31, 2025Volatility (ann.)
6.60%
Sharpe
1.16
Sortino
1.98
Max drawdown
-6.28%
Best month
3.40%
Worst month
-6.20%
Beta vs VTSAX
0.39
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.