Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
6.39%
3 year
—
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
2023 onward derived from N-PORT monthly returnsRisk statistics
44 months through Oct. 31, 2025Volatility (ann.)
6.21%
Sharpe
1.12
Sortino
2.06
Max drawdown
-10.44%
Best month
3.93%
Worst month
-5.37%
Beta vs VTSAX
0.38
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.