Average annual returns
Through 20241 year
10.48%
3 year
-0.51%
5 year
2.96%
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.)
16.05%
Sharpe
0.36
Sortino
0.63
Max drawdown
-22.52%
Best month
14.36%
Worst month
-8.36%
Beta vs VTSAX
0.73
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.