Average annual returns
Through 20241 year
9.79%
3 year
0.55%
5 year
7.77%
10 year
6.90%
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.)
22.92%
Sharpe
0.26
Sortino
0.44
Max drawdown
-37.08%
Best month
18.76%
Worst month
-25.68%
Beta vs VTSAX
-0.31
Correlation
-0.22
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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