Average annual returns
Through 20241 year
24.76%
3 year
8.92%
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
57 months through July 31, 2025Volatility (ann.)
15.35%
Sharpe
1.10
Sortino
1.92
Max drawdown
-24.09%
Best month
9.70%
Worst month
-9.01%
Beta vs VTSAX
0.98
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.