Average annual returns
Through 20241 year
-3.30%
3 year
-3.63%
5 year
0.20%
10 year
1.20%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
66 months through June 30, 2025Volatility (ann.)
10.99%
Sharpe
-0.10
Sortino
-0.15
Max drawdown
-28.18%
Best month
9.79%
Worst month
-8.31%
Beta vs VTSAX
0.28
Correlation
0.42
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.