Average annual returns
Through 20241 year
4.41%
3 year
-0.50%
5 year
2.43%
10 year
3.40%
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.)
8.38%
Sharpe
0.69
Sortino
1.14
Max drawdown
-19.25%
Best month
5.75%
Worst month
-7.06%
Beta vs VTSAX
0.00
Correlation
0.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.