Average annual returns
Through 20241 year
9.77%
3 year
5.06%
5 year
9.33%
10 year
10.03%
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.)
13.50%
Sharpe
0.76
Sortino
1.30
Max drawdown
-21.25%
Best month
12.37%
Worst month
-12.00%
Beta vs VTSAX
-0.03
Correlation
-0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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