Average annual returns
Through 20241 year
12.17%
3 year
3.69%
5 year
8.11%
10 year
8.06%
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.)
13.14%
Sharpe
1.00
Sortino
1.76
Max drawdown
-27.48%
Best month
10.06%
Worst month
-13.04%
Beta vs VTSAX
-0.06
Correlation
-0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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