Average annual returns
Through 20241 year
9.53%
3 year
2.32%
5 year
6.56%
10 year
6.99%
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.)
11.44%
Sharpe
0.93
Sortino
1.59
Max drawdown
-24.87%
Best month
8.41%
Worst month
-11.60%
Beta vs VTSAX
-0.05
Correlation
-0.08
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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