Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
8.27%
3 year
3.56%
5 year
2.16%
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
72 months through Aug. 31, 2025Volatility (ann.)
7.68%
Sharpe
0.76
Sortino
1.13
Max drawdown
-6.26%
Best month
3.44%
Worst month
-6.19%
Beta vs VTSAX
0.42
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.