Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
7.08%
3 year
—
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
2023 onward derived from N-PORT monthly returnsRisk statistics
30 months through June 30, 2025Volatility (ann.)
8.27%
Sharpe
0.89
Sortino
1.57
Max drawdown
-6.38%
Best month
6.61%
Worst month
-3.53%
Beta vs VTSAX
0.16
Correlation
0.26
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.