Average annual returns
Through 20241 year
17.49%
3 year
6.28%
5 year
13.88%
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
42 months through June 30, 2025Volatility (ann.)
26.49%
Sharpe
0.77
Sortino
1.34
Max drawdown
-32.78%
Best month
19.08%
Worst month
-17.42%
Beta vs VTSAX
1.51
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.