Average annual returns
Through 20241 year
16.72%
3 year
4.31%
5 year
11.73%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through Oct. 31, 2025Volatility (ann.)
12.88%
Sharpe
1.25
Sortino
2.31
Max drawdown
-26.10%
Best month
12.57%
Worst month
-12.91%
Beta vs VTSAX
0.92
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.