Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
12.79%
3 year
5.25%
5 year
11.59%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
72 months through Aug. 31, 2025Volatility (ann.)
15.54%
Sharpe
1.07
Sortino
1.96
Max drawdown
-23.21%
Best month
13.87%
Worst month
-14.20%
Beta vs VTSAX
0.97
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.