Average annual returns
Through 20241 year
6.95%
3 year
0.78%
5 year
4.33%
10 year
5.25%
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.)
9.78%
Sharpe
0.83
Sortino
1.37
Max drawdown
-21.99%
Best month
6.48%
Worst month
-9.29%
Beta vs VTSAX
-0.02
Correlation
-0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.