Average annual returns
Through 20241 year
24.07%
3 year
6.49%
5 year
13.49%
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
72 months through June 30, 2025Volatility (ann.)
14.80%
Sharpe
1.30
Sortino
2.35
Max drawdown
-35.16%
Best month
12.41%
Worst month
-13.66%
Beta vs VTSAX
-0.09
Correlation
-0.10
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.