Average annual returns
Through 20241 year
6.59%
3 year
6.14%
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
52 months through June 30, 2025Volatility (ann.)
21.62%
Sharpe
0.35
Sortino
0.60
Max drawdown
-19.55%
Best month
13.17%
Worst month
-11.47%
Beta vs VTSAX
1.11
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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