Average annual returns
Through 20241 year
14.00%
3 year
3.41%
5 year
8.02%
10 year
7.56%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through June 30, 2025Volatility (ann.)
11.28%
Sharpe
0.96
Sortino
1.59
Max drawdown
-24.95%
Best month
8.59%
Worst month
-10.25%
Beta vs VTSAX
-0.04
Correlation
-0.06
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.